We believe life, like a good investment portfolio, is best when balanced.
We are an independent privately held firm that is designed to meet all the unique financial management needs of families and individuals. We only take new clients on the basis of referral. Our firm is not “open to the public”.
True wealth is in the well being of each of our client. Finances provide the tool to sustain that wealth. Our definition of wealth extends beyond monthly statements. We do not make any recommendations without a complete understanding of our clients current investments, insurance, estate and tax status.
In an ever evolving, constantly changing world we aim to provide solutions to your financial needs. We discuss all of the advantages and disadvantages of any product or service we recommend, and why we believe that particular circumstance makes most sense.
Our initial complimentary consultation with a prospective client is spent acquiring an understanding of their life and the state of their current finances. Prospective clients should expect to leave an initial meeting with a good understanding of our philosophy, what to expect from us and the cost of our services.
6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771.
Advisory services offered through Private Wealth Solutions, LLC., a SEC Registered Investment Advisor. Private Wealth Solutions, LLC is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Doug Lagerstrom is registered in AZ,CA,CO,FL,HI,ID,KS,MT,NV,NY,OR,TN,VA, and WA. Allen Minassian is registered in AZ,CA,FL,NM,NV,TN,TX and WI.