Palm Beach Gardens Wealth Management
Tailored Financial Solutions for Athletes, Entertainers, Entrepreneurs, and Executives
We understand that every client has financial goals and needs as unique as their success stories. Based in the heart of Palm Beach Gardens, Florida, we specialize in providing comprehensive financial services to professional and amateur athletes, entertainers, business owners, entrepreneurs, and executives. Our dedicated team of financial professionals collaborates with you to develop customized strategies that align with your long-term objectives. From investment management and tax planning to estate planning and retirement solutions, we are committed to securing your financial future.
Wealthspire Palm Beach Gardens
3835 PGA Boulevard, Suite 1101
Palm Beach Gardens, FL 33410
(212) 602-4565
(561) 412-2198
Our Services Include:
- Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
- Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
- Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
- Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
- Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
Financial Guidance to Help You Make Sound Decisions
Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.
Our Palm Beach Gardens Team
Vice President
Client Service Associate
Senior Advisor Associate
Vice President
Vice President
Managing Director
Senior Vice President
Senior Vice President
Client Service Associate
Associate, Investments
Client Service Associate
Managing Director
Chairman
Executive Assistant
Client Service Associate
In the Community
Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.
Managing wealth and developing financial strategies for clients so they can focus on their most important priorities.
“Whether our clients are corporate executives, business owners, entrepreneurs or professional athletes, our highest priority is to deliver the most personalized service that gives them time back to focus on what matters the most to them.”
–John Kovacs, Palm Beach Gardens, Office Lead
