Wealth management: more than just investments.

At Allen & Company, wealth management is more than just investing advice. Wealth management is an integrated approach designed to provide you with solutions to all of the major financial challenges in your life.

In addition to traditional investment services, wealth management also includes retirement planning and estate planning and incorporates legal resources and tax professionals to provide a holistic view of your entire financial picture.

Our Financial Advisors and CERTIFIED FINANCIAL PLANNERS™ are here to help.

We have a highly qualified and experienced team of Financial Advisors who value providing personalized service by establishing long-term relationships with our clients. Unlike some other investment firms, our advisors have been with us for an average of fourteen years, so you can be confident that Allen & Company will be there to help you with all of your investment and wealth management needs.

Our Financial Advisors and CERTIFIED FINANCIAL PLANNERS™use a team approach to create a solid wealth management plan to grow and protect your assets and to assist you with tax planning, business succession planning, liability management, and distributing your estate to your heirs.  If you have an attorney, accountant, or other professional service providers, our Financial Advisors and CERTIFIED FINANCIAL PLANNERS™ can build a wealth management team. Our advisors use their financial expertise to guide the team towards developing an effective wealth management plan.

Creating and evaluating your portfolio

Your Financial Advisor will evaluate your investment goals and assist you in designing a portfolio using a variety of investment options. Using Modern Portfolio Theory and other sound portfolio management practices, your Financial Advisor can allocate your assets across the most appropriate investment options based on your risk tolerance, life situation, and financial objectives. Your advisor can also measure and evaluate your portfolio’s progress towards attaining your financial goals.

How can we help you?

Allen & Company, Florida’s oldest investment firm, is dedicated to meeting the ever-changing needs of our clients. Please contact us today and let us know how we can help you.