Charles Bennett Sachs's Contact Details

Charles Bennett Sachs's Company Details

Kaufman Rossin Wealth

Miami, FL, US • 5 - 9 Employees
Financial Services

Kaufman Rossin Wealth, an affiliate of Kaufman Rossin, is a Florida-based wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We are driven by a desire to help you achieve your dreams and feel secure about your financial future.At Kaufman Rossin Wealth, we know that a personal relationship built on trust and understanding is essential to helping you reach your goals. That's why we're committed to finding you the answers for your long-term financial success by having candid conversations and connecting the dots in all aspects of your life. Your wealth advisors will partner with you every step of the way to help you develop a plan that's right for your needs – today and in the future.An affiliate of Kaufman Rossin, one of the top CPA firms in the U.S., Kaufman Rossin Wealth draws on the resources of the firm, and taps top industry partners with decades of investment and insurance experience. Founded to address a growing need for confidential and individualized financial planning, Kaufman Rossin Wealth has the financial tools and resources to meet your goals. As a registered investment advisor, Kaufman Rossin Wealth puts clients' interests first. Our partnership with BAM Alliance equips our team with an evidence-based approach to investing – moving you closer to achieving long-term success and sustainable wealth.