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"In the world of business, the people who are most successful are those who are doing what they love." Warren Buffett


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we could help people better prepare for the future.  We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.  Our experienced professionals have helped many people just like you with similar issues and concerns.  We can help you create an approach that is designed to address your individual situation. 

Damon Boyar

Managing Partner & Wealth Management Advisor

(561) 314-1840

(561) 989-0078

With over 17 years as a wealth planner, I take a comprehensive approach to investment and wealth management. I position myself as being an advisor that takes care of each and every one of my client's financial needs, from portfolio...

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Omar Cujar™, CFP®

Private Wealth Advisor & Investment Representative

(561) 314-0887

(561) 989-0078

Mr. Cujar began his career in the financial services industry in 2003. He served clientele as a Financial Advisor and Partner to a highly recognized team at Wachovia Securities in Palm Beach. In 2008, he was asked to join Merrill Lynch...

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