Comprehensive Wealth Management Solutions

Poinciana Advisors Group provides comprehensive wealth management solutions for individuals and families. Our array of services provides the necessary tools to navigate various macroeconomic climates and economic cycles with the "peace of mind" of achieving your long-term financial goals.

We understand the difficulties in developing a comprehensive financial plan for individuals and families. Numerous factors are relevant in the construction of a comprehensive plan. How much wealth do you require for retirement? What level of income is sufficient to provide for your lifestyle? Will I have enough money to fund my child’s education? How can I plan for inter-generational wealth transfers in the most tax efficient manner possible?

These are just some of the questions we can assist you with in formulating your financial plan. We offer a wide range of services for individuals and families, which include:

  • Comprehensive Wealth Management
  • Portfolio Management
  • Retirement Planning
  • Risk Management & Insurance
  • Lifestyle Cash Flow Planning
  • Multi-Generational Estate & Wealth Transfer Planning
  • Comprehensive Income Tax Planning & Tax Strategies
  • Philanthropic Advisory Services
  • Personal & Family Financial Assessments
  • Fixed Income Services