My Investment Path

The firm describes itself as fee-only and explicitly states it does not sell products. It charges an annual fee for portfolio construction and ongoing management. This fiduciary structure is designed to reduce conflicts of interest in the planning process.

Its website lists trading execution and account opening inclusive of international clients. That suggests the firm can accommodate non-US investors or US expatriates, though no specific country-level capabilities or restrictions are disclosed.

The firm advertises concierge-level coordination across investments, insurance, banking, and multi-generational planning. It also works with estate attorneys to structure trusts, wills, and beneficiary designations, positioning itself as a central hub rather than a siloed asset manager.

Proactive tax management is a core feature of its investment process. Specific techniques listed include tax-loss harvesting, 1031 exchange ideas for real estate transitions, Roth conversions, and charitable giving strategies aimed at minimizing tax drag on client portfolios.

Yes. The firm offers employee benefits advisory, business succession planning, corporate governance support, and family succession support. This dual focus — business and household — is unusual for a focused RIA and reflects a broader family-office-style service posture.

My Investment Path characterizes its philosophy as evidence-based and disciplined, focused on aligning portfolio construction with client goals. The firm frames its security selection and monitoring within a holistic plan that integrates insurance, tax, and estate considerations rather than treating asset management in isolation.

The firm is headquartered in Coral Gables, Florida, and its language targets individuals, families, and small businesses across the state. No additional office locations or a multi-state presence is indicated on its website.