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+1 800 924 0148

+1 561 671 1250

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Office Address


Wealth and Investment Management
450 Royal Palm Way, 3rd Floor

Palm Beach, FL 33480

Opening hours

9.00 am to 5.00 pm, Monday to Friday.


From I95 take exit 70A onto Okeechobee Boulevard and head east to the intercoastal. Cross the bridge where the road turns into Royal Palm Way. We are the first building on the right hand side (south side) of the road. Just east of the building is the entrance to the parking lot.

Upon arrival
Once inside the building, take the elevator to the 3rd floor. We do not have security, but there is phone in the lobby to call 561-671-1250 to alert the receptionist that you have arrived.