Richa Sadana | Miami, FL

Turning Wise Decisions
into Lasting Legacies

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Financial Strategies to Protect Your Family & Business for Generations

When your family means everything to you, you want to be confident you’re making the best decisions to take care of them. And when those choices impact the people you love for generations, you need someone you trust pointing you in the right direction. 

Our firm is dedicated to helping hardworking business owners and professionals make wise decisions that give them freedom today and peace of mind for their family’s futures. We know that creating strategies for your finances can be overwhelming, so we’re committed to guiding you through the process with complete transparency. Your wealth impacts so many aspects of your world, and we believe you deserve a knowledgeable, trustworthy partner who looks out for your best interest above all else. Whether you need help funding your child’s education, establishing a succession strategy, or someone in your corner to oversee your entire financial world, we’re here for you. We make it a point to educate you about the different options available, because we want you to feel empowered to make decisions that align with your personal goals. From there, we’ll recommend strategies that help you best protect your family and future, and we’ll identify opportunities that allow you to enjoy everything you have today.

If you’re ready for a partner who is here whenever you need, wants the best for you and your family, and has the expertise to get the job done well, we’d love to talk.

Who We Serve

We work with a wide variety of clients of all different ages and stages in life. Over the years, we've developed specific expertise with the following clients, but if you feel as though we may be a good fit, please don't hesitate to reach out.

Hotel Owners

Individuals and Families

Business Owners

Successful Professionals


Our Expertise

We're passionate about helping people find the balance between living their lives to the fullest now, while also being well prepared for the future. Whether you've started to prepare for your future or not, we'll meet you where you are and help you pave a path forward with confidence. Click below to learn about some of the typical ways we serve our clients.

Our Process

We follow a proven process to help our clients gain clarity on their goals, understand their options, and chart a path forward. We’ll be by your side every step of the way to help make sure you stay on track and live the life you’ve always wanted to without the burden of financial worry.