Wealth Management

Protecting What Matters

Wealth Management

  • Investment Management
  • Strategic Asset Allocation
  • Strategic ArchitectureSM
  • Asset Management
  • Objective-Driven Investing
  • Wealth & Estate Planning
  • Fiduciary Services
  • Wealth Protection and Transfer
  • Philanthropy
  • Asset-Specific Analysis and Planning

  • Estate Settlement and Administration
  • Private Banking
  • Credit and Lending Services
  • Self-Directed Investment Services
  • Deposit and Payment Services
  • Asset Servicing & Information Management
  • Global Custody
  • Information Reporting
  • Performance Measurement and Analysis
  • Cash Processing

Wealth Management

 

Private banking, wealth planning, trust services, investments, and insurance are just a few of the custom solutions and services that may be leveraged to help you meet your financial goals.

As a client of Accurate Insurance, you can expect:

Unmatched personal attention from one of the South Florida’s professional providers of financial services and wealth management for high-net-worth individuals and families

A dedicated relationship manager who listens first and coordinates a team of experienced specialists

A written plan that’s actively monitored and adjusted to make sure it continues to meet your financial objectives

Access to a wealth of information and insight on the latest economic news, market events, and trends. 

We draw upon leadership in all wealth management disciplines, offering an extensive range of resources that few firms can match. Recognized as innovative since our founding, our practices are grounded in centuries of experience and have guided clients successfully through times of prosperity and uncertainty. We put a lot of thought into integrating our exceptional capabilities in a way that makes sense for each client, and continually expand our wealth management services to meet clients’ future needs.

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