Later this month, our Chairman and CIO Barry Ritholtz, along with our Director of Financial Planning, Kris Venne, will be in the Miami area for a few days seeing clients. They’ve got some time to see prospective clients as well. If you’d like the opportunity to meet with us and discuss your investment portfolio, get in touch to set up a meeting now:
Send email to Info -at- RitholtzWealth -dot- com, with the subject “South Florida Trip.”
Or call 212-455-9122 and ask for Erika.