Mission and Philosophy


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.