Miami Wealth Management Corporation

GET STARTED

After completing the new client application and opening your account, your portfolio will be assigned to one of the following strategies. Upon completing the application, you will receive a detailed investment proposal and investment policy statement for your account.

GROWTH

Growth-Focused Strategies are designed for goals with longer time horizons with a focus on wealth accumulation. The strategies span the longer-term risk-return spectrum with the potential to recover from short-term losses following periods of high market volatility.

STABILITY

Stability-Focused Strategies are designed for goals with shorter time horizons while seeking to minimize risk of loss and mitigate overall portfolio volatility. The strategies are designed to work within predefined risk thresholds that incorporate asset allocations that are adjusted based on market conditions.

INCOME & DISTRIBUTION

Income-Focused Strategies are designed to provide flexible income and distribution streams. When client objectives turn from saving to spending, the strategies are geared to help provide ongoing cash flow.

That’s all there is to it. We take it from here!

Contact Us
Call 833-985-2911 or email:

  • This field is for validation purposes and should be left unchanged.