901 Ponce de Leon Boulevard, Suite 501 Coral Gables, FL 33134

305-648-9814
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Helping Clients Feel More Confident About Their Financial Future 

Every stage of your life requires special planning and consideration. We help you navigate through every stage so you can reach your goals.

Financial Planning
Investment Management

About Us

When it comes to planning for your future it takes a vision and a sound financial strategy to help you turn that vision into reality. Our team is dedicated to helping you meet your individual goals through collaborative financial planning and investment diversification.

No matter where you are in your journey, our team can help you not only answer your most pressing financial questions, but also plan and adjust to changes in your life. With our knowledge and strategies, a sound financial roadmap is more attainable than you think.

Call us today for a free-initial consultation with one of our advisors. 

Find Out More
NBC's Today Show

NBC's Today Show

Get some helpful tips from Cathy Pareto on how to reach financial success in the New Year.

What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Cathy Pareto

Cathy Pareto 
MBA, CFP®

President and Founder

305-648-9814

Alexandra Caraballo Valdes

Alexandra Caraballo Valdes 
CFP®

Financial Advisor

305-648-9814

Louis Benjamin Carpenter III

Louis Benjamin Carpenter III
CPA, CFP®

Financial Advisor

305-648-9814

Nina Arguello

Nina Arguello
CFP®

Client Services Operations Manager

305-648-9814

Meylin Garcia

Meylin Garcia

Client Service Associate

305-648-9814

Karla Arguello, MBA

Karla Arguello, MBA

Business Operations and Corporate Strategy

305-648-9814

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Your Goals. Our Strategies.

Discover a More Personal Approach.

  • Access to Knowledgeable Advisors

    Have a question regarding an important financial decision? Simply call us to see how it may impact your long-term goals.

  • Not a One Size Fits All Solution

    Your goals are unique. Your financial plan and underlying investments will reflect that.

  • Independent Advice

    Fee-only advice that has your best interest at heart. We don’t accept commissions or referral fees and are not limited to any proprietary funds.

  • Helping You Stay on Track

    Life is not static. We help you adjust and make changes to your financial plan and investments as your life evolves and you get closer to retirement.

Meet Our Team 

Put experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Fee Only, Fiduciary Independent

"Wealth is the ability to fully experience life." 

- Henry David Thoreau

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues." 

- Cicero

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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