Goldline Research – 2007 Selections
THE TEN MOST DEPENDABLE ™
Wealth Managers of Florida

The Companies Selected Exceed the Criteria Below
• 10+ Years Experience
• Exceptional Client References
• $200M+ in Assets Under Management
• 100+ Active Clients
• Comprehensive Range of Wealth Management and Financial Planning Services
• No Grievances or Lawsuits

Financial Advisory Consultants, LLC
9115 Coresea del Fontana Way, #100
Naples, FL 34109
239-596-0118 ¦ www. Facfl.com
FAC is a true holistic wealth management fee-only firm delivering comprehensive investment, tax and estate planning solutions.

CPA Wealth Management Services
215 Baytree Drive
Melbourne, FL 32940
321-254-1668 ¦www.cpawms.com
CPA Wealth Management Services is an independent, client-centered registered investment advisor offering The Wealthcare Solution ™ and The Retirement Plan Optimizer™.

Weiss Capital Management, Inc.
7111 Fairway Drive, Suite 102
Palm Beach Gardens, FL 33418
561-515-8558 ¦www.weisscapitalmanagement.com
As an SEC-Registered Investment Adviser, WCM’s goal is to achieve the greatest return, with the least amount of risk, utilizing uniquely designed bull- and bear-market strategies.

Financial Design Associates
10151 Deerwood Park Boulevard
Building 100, Suite 300
Jacksonville, FL 32256
904-977-2360
FDA use wealth to change clients’ lives and to make a difference.

GenSpring Family Offices
3801 PGA Boulevard, Suite 555
Palm Beach, FL 33410
866-506-1989 ¦www.GenSpring.com
GenSpring families share one common bond; the desire to have their wealth be a resource that is not depleted over time and has a positive impact on those that use it.

Ruggie Wealth Management
14229 U.S. Highway 441
Tavares, FL 32778
352-343-2700 ¦www.ruggiewealth.com
Based in Lake County, RWM is an independent, comprehensive wealth management firm focusing on unbiased advice on pro-active client management.

Banyan Life Financial
1691 Michigan Avenue, Suite 310
Miami Beach, FL 33139
305-695-8052 ¦www.banyanlife.com
Enjoying high rate of client referrals, Banyan Life Financial offers specialized expertise in life insurance premium financing and other areas of wealth management for affluent families and charities nationwide.

Harvey Capital Management, Inc.
400 Royal Palm Way, Suite 400
Palm Beach, FL 33480
561-804-9181 ¦www.harveycapital.com
HCM is an independent SEC-registered investment adviser designing comprehensive investment management solutions for affluent individuals, trusts and charitable organizations.

Certified Financial Group, Inc.
1111 Douglas Avenue
Altamonte Springs, FL 32714
407-869-9800 ¦www.financialgroup.com
Central Florida’s oldest and largest independent personal financial consulting firm with ten Certified Financial Planner™ practitioners, CFG provides fee-based asset management and retirement planning.

Provenance Wealth Advisors, LLC
515 East Los Olas Boulevard, 15th Floor
Fort Lauderdale, FL 33301
954-712-8888 ¦www.provwealth.com
PWA offers comprehensive planning and implementation services that integrate the income, estate, investment, retirement and business goals of high net worth individuals.

www.themostdependable.com
TheMostDependable.com is a service of Goldline Research. Goldline Research uses a rigorous proprietary research process to evaluate tens of thousands of service providers each year in numerous industries. We have verified the criteria above for each of the companies represented. The companies listed above are listed in no particular order, and we make no specific comparisons between the companies listed above and any unlisted companies. Goldline Research is not affiliated with Forbes® magazine.