Who We Are

We are passionate about building client relationships through personal, transparent and professional planning. Our clients benefit not only from the wisdom and strength of our organization, but also from a broad and sophisticated range of wealth management planning. 

About Eric Sands

Eric Sands is a Financial Advisor with the flexibility to help clients choose strategies to address their needs.

Eric earned his Bachelors of Science in Business Administration in finance from the University of Florida and his Bachelor of Business Administration in accounting from Florida Atlantic University. He furthered his education with a Masters of Business Administration in finance from Loyola University. He has supplemented his education by earning his FINRA Series 7 (General Securities Principal) and Series 66 securities registration (Uniform Combined State Law Exam), as well as licenses to sell life, health, and variable annuities in the state of Florida.

Eric provides professional advice in regards to whether the client's current investment portfolio is addressing their needs. He provides guidance, when necessary, that highlights the changes that may need to be made and how they will help adress your financial goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at
 954-721-4767. We look forward to hearing from you!