Local (904) 363-9995
Toll Free (877) 627-4218

cat

 

 

We exclusively work with accredited investors* comprised of individuals, closely-held business owners, professionals, executives, athletes and retirees - people who are influential, responsible, respected leaders in their industries, professions and communities.  By limiting the types of clients we serve, we have developed a detailed understanding of the unique financial problems and opportunities that our clientele face. Our clients are typically wealthier than other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children.  If you fit within this description, we have the capability, experience and expertise to help guide you through the financial intricacies that come with considerable wealth.

The relationship between money and happiness is a complex one.  While other firms limit their recommendations to stocks, bonds, mutual funds and insurance products, at EXCLUSIVEADVISORS®, we access institutional investment and wealth management solutions most other firms can't. We enhance your existing plans using unique and proven strategies that give you the confidence to relax, enjoy life and most importantly, take care of your family.  Conviction in what we do; courage to take action; competency based on experience; communication that builds understanding and trust. These are the key qualities of our company and our firm commitment to always provide.....

      

cat

Advisory Services

Advisory Services

Alternative Investments

Alternative Investments

Insurance Solutions

Risk Management

Investment Banking

Investment Banking

Capital Markets Expertise

Capital Markets Expertise

Retail Banking

Retail Banking

Retirement Planning

Retirement Plans

Trusts and Estate Planning

Trust and Estate

Equity Research

Equity Research

 

*An accredited investor is an individual that has an annual income in excess of $200,000, or joint annual income with spouse in excess of $300,000. OR An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus total liabilities), or joint net worth with spouse in excess of $1,000,000.



© 2014, Exclusive Advisors LLC All Rights Reserved

We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont & Virginia.

Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.