Comprehensive Wealth Management

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

Our financial professionals recognize that individuals, families, businesses, and institutions require customized and comprehensive wealth management solutions. We offer a suite of  wealth management services to address a wide range of client requirements for holistic, wealth management.

Clients We Serve

Individuals & Families

We help individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.We serve individuals, families, physicians, lawyers, accountants, professionals, women-in-transitions, widows, individuals experiencing change, and others who subscribe to our holistic, evidenced-based wealth management process.

Read more about or individual and family service offerings here.

Businesses & Institutions

We offer comprehensive wealth management solutions to 401(k) plan sponsors, community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits that need to advance their mission and goals with prudent investment management and financial guidance(click here for business and institutional services)

Read more about or business and institutional service offerings here.

Our Comprehensive Services

Our comprehensive suite of wealth management services include:

Tax Strategies

Forward Planning | Tax-Deferred vs. Tax-Free | Minimizing Income & Estate Tax

Legacy Planning

Desired Lifestyle | Wealth Transfer Intentions | Charitable Interests | Estate Planning | Education Planning

Risk Management

Personal Insurance | Professional Insurance

Portfolio Strategy

Diversification | Risk-Based | Goal-Oriented Returns

Federal Benefits

Social Security Strategies | Medicare Choices | Medicare Supplements

Retirement Income

Bond Ladders | Tax Efficiency | Pensions & Annuities | Spend-Down Strategies

If you would like to learn more about our comprehensive services, and how can help you achieve your goals, please contact us today or schedule a meeting.