Financial Management


Simply stated, we view ourselves as your Personal CFO. Our clients have come to us to manage their investments as well as look out for their overall financial health. At a Private client Level, you are granted unlimited access to services and advice and are encouraged to contact us at any time to consult on a financial decision or purchase you may be considering. If you lack the interest, skill or time to analyze financial decisions or administer an intricate process involving multiple advisors, you may benefit greatly from having FMS assist you in overseeing your personal financial matters.


If you have any questions about your current financial situation or wish to schedule an appointment,
give us a call at 954-452-9590. or send us an email...

Jorge Garrido