Coral Wealth Management Email Format
Financial ServicesFlorida, United States2-10 Employees
Coral Wealth Management is an independent financial services firm based in Miami, Florida. It provides holistic financial planning, investment strategies, and asset protection for a select client base that includes family-owned businesses, professionals, attorneys, physicians, and high-net-worth families. The firm focuses on understanding each client's personal and professional goals to craft coordinated, personalized solutions with a long-term outlook for financial confidence. As a small boutique practice, Coral Wealth Management operates as a registered investment adviser. It also contributes to the community by donating a portion of its revenues to local organizations such as Nicklaus Children's Hospital, March of Dimes South Florida, United Way, American Red Cross, and FIU Foundation.