WE Family Offices Named Among Top Financial Advisors in Coral Gables and Miami, Florida

May 26, 2021

We are pleased to announce that WE Family Offices has been named one of AdvisoryHQ’s 2021-2022 Top Financial Advisors in Miami and Coral Gables, Florida. This list rates each of the year’s top 10 firms based on a star system, with WE Family Offices earning the highest honor of five stars.

AdvisoryHQ compiles this annual list to help guide wealthy families to a wealth management firm that can fit their unique needs and assist them on the journey to a financial future for generations to come. The publication reviews hundreds of firms in the Miami and Coral Gables, Florida area and then selects and rates the most elite 10 firms utilizing a “Top-Down Advisor Selection Methodology.” This methodology is based on a variety of factors, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.

According to AdvisoryHQ, some of the key reasons behind WE’s ranking as one of this year’s top financial advisors in the area includes the firm’s ability to assist clients in creating their own wealth enterprises through a wide range of customized family office services.

“Affluent families looking for a top Miami financial advisor they can trust to preserve and multiply their wealth will appreciate the expertise of WE Family Offices,” explains AdvisoryHQ. “With more than 40 team members and a very low client-to-employee ratio, working with this firm all but guarantees personalized attention.”

Click here to view the complete 2021-2022 list of Top 10 Financial Advisors in Coral Gables and Miami, Florida.

AdvisoryHQ is unaffiliated with WE Family Offices. Any opinions expressed herein are those of the author or a third-party where indicated.