Fine Wealth Management

At Fine Wealth Management, we work tirelessly with our individual, charitable and corporate clients, as well as the clients of our RIA & IMO partners, CPAs and attorneys providing comprehensive investment and insurance consulting, design, and implementation.  We do this with a constant goal and focus to create tax efficiency for those individuals which we are priviledged to work.  Fine Wealth Management is located in Boca Raton, Florida.  Our team works with clients and industry partners throughout the United States, as well as on an insurance specific basis internationally.

We designed this website to provide you access to timely and time-tested newsletters, articles, research reports and goal based calculators.  These features are in place to allow you to begin to gain a better understanding of the concepts behind individual and corporate investing and insurance design; as well as the substantial total return, "living" and tax efficient benefits that can be realized when investment and insurance solutions are strategically and suitably designed and deployed in tandem. 

The above paragraph said, it's our belief that nothing compares to actual conversation when the topic concerns your family or your company's financial well being and peace of mind.  As our company's founder, Jeffrey Fine, is often heard saying, "virtually everything great that has been accomplished by people, has started with a conversation or a question". 

If you would like to see what greatness you, your organization or your organization's financial services clients can accomplish working with Fine Wealth Management, please let us know.  If you would like to discuss our company's FINE Playbook (Focus, Investigate, Navigate, and Educate) that we utilize as our foundation to meet and exceed the financial goals, expectations and understanding of our individual, charitable and corporate clients, as well as our industry partners and their clients; we look forward to hearing from you and we are at your service.

COVID-19 Update: 

At Fine Wealth Management, we have regularly utilized virtual on-line meetings for years with our clients and industry partners.  Since the beginning of the COVID-19 pandemic, we have seamlessly held these virtual meetings multiple times per day.

If you are interested in scheduling a virtual appointment, please don't hesitate to let us know.  Please rest assured, these appointments comply with the utmost of social distancing standards, by 100% eliminating any and all direct contact.