1441 Brickell Ave. Suite 1700 Miami, FL 33131
mgallegos@pwafamilyoffice.com
ksoroa@pwafamilyoffice.com
(786) 693 7855
(786) 693 7843
At PWA, we’re committed to fostering strong client relationships and providing exceptional service. We encourage you to reach out to discuss your financial goals and explore how our comprehensive wealth management solutions can benefit you.
Schedule a Consultation: Send us a message and we will get in contact to provide the services you need
Client accounts are held and securities cleared through
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. Representatives of PWA are not attorneys or accountants/CPAs. If you need legal or tax advice, please seek the assistance of a lawyer or a CPA.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
EO1/EOA0003.
© 2024 – All rights reserved – Developed by WSI