WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Stuart, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Stuart, Florida|
|Financial Advisor||Office Location||Phone Number|
|D. Michael Burleigh
Peak Capital Management
750 SE Indian Street,
Stuart, FL 34997
|Daniel Roth, ChFC®
Cary Stamp & Company
110 Bridge Road,
Tequesta, FL 33469
|Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF
601 Heritage Drive,
Jupiter, FL 33458
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
750 SE Indian Street,
FL 34997 Phone Number (772) 3349592
I follow a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.
Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. Seven Step Educational Process Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model Optimize your investment allocations Identify tax reduction and catastrophic protection strategies Schedule regular periodic reviews Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
Series 7, 66
Fee-Based, Based on Assets, Flat Fee, Hourly
110 Bridge Road,
FL 33469 Phone Number (561) 2812166
I love working with people, and I am grateful for clients who entrust me to provide personalized fiduciary advice. It is fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.-Dan Roth Dan was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early and unique opportunity to be involved in the many facets of a business's evolution and growth. Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area. As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others. Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist. He continues to pursue advanced financial designations as a means to be a valued, informed and trusted advisor for his many clients.
Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.
Series 7, 24, 53, 63, 65
Fee-Based, Based on Assets, Flat Fee, Hourly
601 Heritage Drive,
FL 33458 Phone Number (561) 6235492
Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. To better serve hi Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019. Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA). He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.
At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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