On behalf of affluent entrepreneurs, physicians, attorneys, corporate executives, and successful professionals my team provides a high level of knowledge and full family office services. With our mission of managing wealth with minimal volatility and without undue risk my team utilizes an wide array of research tools to select the appropriate investment vehicles for asset accumulation, income, and protection including: stocks, bonds, mutual funds, ETF's, option strategies, and portfolios run by selected money managers.Together with his team of specialists, John offers clients a wide range of services:- Advice and Planning- Retirement- Estate Planning Services- Investments- Family Office Services- Tax-Minimization Strategies- Philanthropy- Insurance- Solutions for Businesses- Hedging- Wealth preservation and transfer servicesJohn works closely with your CPA and attorney as he believes in having a team of professionals behind every decision. He is committed to reviewing your financial situation, going beyond the single dimension of investments, and providing personalized service and advice you can trust. John Abreu is registered to do business in:CA, CT, FL, IL, MA, MO, NC, NJ, NY, PA, TX, VA.John Abreu is registered with 10 Self-Regulatory Organizations and 12 U.S. states and territories. He has passed 2 General Industry/Product Exams and 2 State Securities Law Exams.