BERG DI MASSA MAGLOFF WEALTH MANAGEMENT GROUP

We offer a complete range of financial services for the high net worth investor located in and around Jacksonville, FL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... While we pride ourselves on our market acumen and our ability to navigate changing market conditions, we truly demonstrate our dedication when addressing our clients' complex needs and objectives. We work alongside our clients to create a personalized plan that aligns with their financial goals... With a variety circumstances, like concentrated equity positions, privately held businesses, providing for dependents with special needs, and estate planning strategies, our clients' needs are beyond the capabilities of a call center or the average financial advisor and faceless institution.

Primary location: Jacksonville United States