We help you grow, preserve, and manage your wealth over time.
Our team of professionals, including CERTIFIED FINANCIAL PLANNERS™ (CFPs®), tax specialists, and investment advisor representatives provide:
Partnering with us to manage your day-to-day investing decisions frees up your most valuable asset: TIME.
We help you cut through the emotions involved in diversifying your portfolio & rebalancing your investments while:
✓ Paying special attention to tax implications
✓ Lowering unnecessary costs
✓ Maximizing the efficiency of your portfolio
Our firm's flat-fee compensation model frees us from influence to push particular investment products or advice, as we adhere to a fiduciary standard of care.
CERTIFIED FINANCIAL PLANNER™ professionals have been professionally vetted & have met rigorous educational & ethical standards that traditional "financial advisors" have not acquired.
Unlock your financial potential with us, where personalized strategies meet expertise.
Our team of seasoned professionals is dedicated to crafting tailored investment plans that align with your unique goals and risk tolerance.
Whether you’re looking to grow your wealth, plan for retirement, or manage your assets more effectively, we offer a comprehensive data-driven approach that prioritizes your financial success.
1825 Main Street, Suite 13 Weston, Florida 33326, United States
Phone: (646) 260-8834 Email: admin@treeoflifewealth.com
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of
CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA & TX.
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