CORAL WEALTH MANAGEMENT Contact Us (305) 671 - 3914



5521 N. University Dr. Suite 103
Coral Springs, FL 33067


(305) 671 - 3914 l Mobile: (305) 761 - 8886


(305) 671 - 3915

Our Difference


Not All Advisors Are Created Equal

Sales recommendations do not constitute financial advice. Some advisors make recommendations to sell investment and insurance products merely to make a commission. Too often, these investments, annuities or insurance products will pay “advisors” hefty upfront sales commissions, which can make it difficult for “brokers” or “advisors” to offer completely objective financial advice.

Understanding how a financial advisor is compensated and if they work for you under a fiduciary duty are two of the most important questions you should ask any “advisor”, “broker” or “banker” before engaging with them.

We believe that ongoing advice helps investors achieve their financial goals. This requires a prudent and well thought out strategy that should be monitored and modified as needed, a process that should not be driven by the sales of financial products.


The Fee Only Difference

The Coral Wealth Management Group does NOT charge commissions, have any proprietary products or sales quotas to meet. We are a “Fee-only” private wealth management firm.  As a Fee-only financial advisory firm, we are committed to a culture that puts our clients interests first. We provide completely objective and transparent financial advice. We also do not accept referral compensation from outside parties. Our firm is compensated solely by our clients, by a management fee, based on assets under management. We work for you and you alone. Your success is our success.


Our Fiduciary Responsibility

We have a fiduciary responsibility – By definition, a fiduciary is legally obligated to act in your best interest at all times and avoids conflicts of interest.  In simple terms, financial advisers with a fiduciary responsibility have a legal responsibility to put your needs ahead of their own.  




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Check the background of this financial professional on FINRA's BrokerCheck