Mission and Philosophy

Mission

Poinciana’s founding members recognized a need to respond to its affiliated CPA firm clients’ requests for higher and broadened levels of complementary services. Prudent, objective investment advice and planning are key ingredients for individual, family and business wealth strategies.

Combined with a boutique level of service, clients gain attentive, customized application of investment and wealth services within a familiar and comfortable environment. Poinciana services families and individuals who come from diverse backgrounds including business owners, lawyers, physicians and other healthcare professionals, women in transition, clients from our accounting firm, and others who find our individualized, attentive service a good fit for them.

 
 
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Poinciana’s Client Experience

  • Explore. Relationship-building forms the base. Who are you and what are your goals?
  • Plan. Your wealth strategy comes next. How can you realistically achieve your goals?
  • Build. Your unique investment portfolio is devised according to plan. What tools are needed?
  • Control. We select investments to optimize factors you can expect to control (such as asset allocation and costs) and minimize those you can’t (such as stock selection or market timing).
  • Manage. We continue to monitor you and your portfolio, providing reports and advice to help you remain on course — or make prudent adjustments when appropriate.