Lori Bench-Roy

Senior Administrative Assistant at Palma Ceia Wealth Management

Lori Bench-Roy's Professional Contact Details

Email (Verified)

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Location

Tampa, Florida, US

Company

Palma Ceia Wealth Management

Person Seniority

entry

Lori Bench-Roy's Current Company Details

Palma Ceia Wealth Management

Tampa, Florida, US • 2 Employees

finance

Palma Ceia Wealth Management is a boutique firm specializing in customized portfolio management, wealth preservation and legacy planning. Palma Ceia Wealth Management investment products and services are offered through BRIA Capital Group, LLC. In addition to working with individual clients, we are building a culture that invites strategic partnerships with financial institutions, law firms, accounting firms and real estate agencies to provide financial planning and investment consulting alliances. From retirement planning to estate planning strategies to education funding to tax-efficient investing,Palma Ceia Wealth Management provides a full range of financial services: Retirement planning -We will help implement investment strategies, coupled with risk management strategies, to help you reach your financial goals. EnvisionÂ® Plan - The EnvisionÂ® Plan will allow you to live your life in the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk. Portfolio management - Founder Bill Sanders is among a select group of Advisors entrusted to manage client portfolios with discretion through personalized portfolio management. Risk management- Bill Sanders specializes in developing a plan designed to help you reach your goals without undue risk or unnecessary financial hardship. Estate planning Strategies - Working with our estate-planning team, Bill can help you preserve your estate for your heirs, assist with beneficiary designations and structure your holdings to help reduce potential exposure to estate taxes and probate. Investment Advisory Services are offered through BRIA Capital Group, LLC. Divorce Financial Management, BRIA Capital Group, LLC, and Palma Ceia Wealth Management do not provide tax or legal advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Founded Year

2013

Organization Website

palmaceiawealthmanagement.com