Capital Advisory Group

HistoryIn our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education and experience to help meet clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.SpecialtiesWith the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. Using our unique and disciplined approach to investing we can work with nearly any individual or business to meet their financial needs.

AGW Capital Advisors, based in Tampa, FL, is a fiduciary financial advisory firm dedicated to delivering tailored investment solutions for both individuals and institutions. With a strong commitment to transparency and a proactive approach, their team of specialized advisors focuses on building financial resilience through diligent management of corporate assets, retirement plans, and family wealth. Emphasizing trusted relationships, AGW maintains a limited client-to-consultant ratio to ensure personalized attention and care for clients' financial affairs. The firm's research-driven methods and governance by a multidisciplinary advisory board underscore their commitment to achieving optimal outcomes for their clients. Generated from the website

Recognized and respected by clients, organizations, governing authorities and the accounting profession, Moore Stephens Lovelace CPAs & Advisors (MSL), has been a trusted source of accounting and consulting advice for achieving success in the governmental, not-for-profit, publicly held, and private sectors, since 1974. Offices in Orlando, Tampa, Tallahassee and Fort Lauderdale.