Schedule your financial advisor consultation

Use a complimentary 20-minute conversation to discuss the decisions ahead and find out whether we’re a fit.

This is an introduction, not a meeting for financial recommendations or a commitment to become a client.

Who it’s for

Ongoing wealth management connects investment management, financial planning and year-round tax planning.
What we’ll cover

Your priorities, the support you’re looking for and how an engagement could work.
Time

The introduction takes 20 minutes. If we agree to continue, the next conversation is approximately 60 minutes.
What to prepare

No documents are needed for the introduction. We’ll explain what to share securely before a deeper planning discussion.

Share your details below. We’ll follow up within one business day to confirm a time.

Full name

Personal email

Phone number

City and state

Are you a business owner or self-employed?

Reason for scheduling

Preferred meeting format

Choose video or phone. For a phone meeting, we’ll call the number you provide.

Anything else we should know? (optional)

Briefly describe your needs or availability. Keep sensitive financial information out of this form. 1000 characters remaining.

Information you provide is used to arrange and prepare for the introductory conversation. Do not submit Social Security numbers, account numbers, tax documents, or other sensitive financial information. Read our privacy policy.

With your consent, we use advertising identifiers and information about later consultation or service outcomes to measure advertising results. Manage optional measurement through Consent Preferences. See our Privacy Policy for details.

Text messages (optional)

I consent to receive customer care text messages from WealthAdvisor365 at the phone number provided, including meeting confirmations and reminders, document requests, and service follow-ups.

Consent is not a condition of any service. Message frequency varies. Message and data rates may apply. You can opt out at any time by texting STOP. For assistance, text HELP or visit wealthadvisor365.com. See our Privacy Policy and Terms of Service.

Prefer to reach out directly?

Phone: (561) 475-2490
Email: [email protected]

Use Contact for an existing-client question, referral or other inquiry.

Contact the firm

Based in West Palm Beach

Firm location: West Palm Beach, FL 33401
Meeting format: Meet by video, or request a phone call.
Service area: Boca Raton, Deerfield Beach, Delray Beach, Fort Lauderdale, Jupiter, Palm Beach, Palm Beach Gardens, Pompano Beach, and West Palm Beach.