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Mandell Investments is a financial services firm based in Winter Park, FL, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth management, Mandell Investments aims to help clients achieve their financial goals through a comprehensive and tailored approach. Generated from their business information

Vaughan David Investment Inc. (DVI), established in 1977, specializes in wealth advisement and asset management for high-net-worth individuals and high-performing companies. With over $5.6 billion in assets under advisement, DVI is committed to delivering custom-built wealth strategies through a collaborative and disciplined approach. The firm was founded by David Vaughan with a fiduciary mindset, focusing on building trust and providing comprehensive financial services that adapt to the evolving needs of clients in Central Illinois and Central Florida. With a team of multi-disciplined experts, DVI prides itself on its quiet quality approach, emphasizing passion and humility in its mission to achieve competitive returns and ensure capital preservation. Generated from the website

At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.