Investment Management
The Team at Fallenbaum CPA & Advisors, LLC is Committed to You
Investment management in Sunrise & Fort Lauderdale, Florida
You’ve worked hard for your investments, and now it’s time to make sure they’re truly working for you.
At Fallenbaum CPA & Advisors LLC, we’re committed to providing stable and successful long-term investment plans for a wide range of clients in Sunrise, FL, Fort Lauderdale, Florida and surrounding areas.
What we do:
- Match investment management strategy to lifestyle, needs, risk tolerances, and goals and objectives
- A review of your existing investment portfolio.
- Strategic asset allocation/reallocation of your investment portfolio Ongoing monitoring and tactical reallocation and rebalancing.
- Qualified accounts…Traditional IRAs, Roth IRAs, Simple IRAs, SEP IRAs, 401K plans
- Flexible fee-only structures
Our goal is to help you find the right investment management strategy to suit your lifestyle, needs, and objectives.
At your service
Managing your investments can be time-consuming and complicated, and the assistance of our dedicated professionals can go a long way in helping you receive the most from your investments. At Fallenbaum CPA & Advisors LLC, we work with individuals, families, and companies alike. No matter your age, net worth, or appetite for risk, we can help you manage your investments so that they serve you well.
Let a knowledgeable, helpful member of our team help you maximize your investments for now and for the future. Call today for further information or to schedule a consultation.
Get In Touch
Get in touch with us today to explore new opportunities and partnerships. We’re eager to hear from you and discuss how we can collaborate to achieve mutual success.