Wealth Management Services

Old Republic National Title Insurance Co, based in Jacksonville, FL, has been a trusted provider of title insurance for over a century, offering stability, integrity, and unmatched financial strength. Backed by Old Republic International, a Fortune 500 company with $28 billion in assets, the firm delivers reliable services for both residential and commercial transactions, protecting clients from potential ownership disputes and financial losses. Dedicated to supporting title agents, real estate professionals, lenders, and homeowners, Old Republic Title offers a comprehensive range of agency services and resources designed to streamline the closing process. With a focus on prevention, the company's experienced professionals diligently review property histories to ensure secure and efficient transactions, allowing clients to move forward with confidence. Generated from the website

UBS is a leading global wealth manager and universal bank based in Switzerland, known for its comprehensive range of financial services, investment solutions, and personalized advice tailored for discerning investors and families. With strong capabilities in wealth management, asset management, and investment banking, UBS serves clients from all walks of life, helping them achieve their financial goals. The firm emphasizes its foundation of strength and stability, with significant capital reserves and assets under management. UBS is committed to providing informed advice and customized solutions, catering to both individual clients and corporate institutions, while fostering a culture of sustainability and impact within the financial industry. Generated from the website

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Floridians. We take a personalized approach, working together with you to grow and protect your assets.