The Rodríguez Advanced Planning Team
Advanced planning, expertise, and responsiveness, with a personal touch, at the service of both U.S. and foreign clients.
Life is messy and what we do (or fail to do) will have financial consequences. We work collaboratively with wealthy families who want to grow and protect their wealth. Whether you are in the U.S. or abroad, we are here for you. Please give us a call today.
ASSETS UNDER MANAGEMENT: Over $1.5 billion
OFFICES: Columbia, Maryland;
Naples, Florida; Miami, Florida