Urvin LLC

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Ameriprise Financial, with a network of over 10,000 advisors, is committed to helping clients achieve their financial goals through personalized one-on-one financial advice. They offer tailored recommendations for diversified portfolios and provide tools designed to help clients manage their investments effectively. The company emphasizes the importance of understanding client needs and values, providing regular meetings to review progress and adjust strategies as necessary. Advisors hold various professional designations, ensuring a high level of expertise in areas such as investment fiduciary practices, estate planning, and wealth management. Generated from the website

Intracoastal Family Office is a financial advisory practice of Ameriprise Financial Services, LLC, located in Boca Raton, FL. They offer a range of financial advisory services and digital tools to help clients achieve their financial goals. The Strasser Group, a part of Intracoastal Family Office, is dedicated to providing personalized financial advice and guidance to individuals and families. With a team of experienced professionals, they strive to help clients make informed decisions about their finances and plan for a secure future.Generated from the website