Bryan Bourgeois, Principal of Miami Asset Management, Inc., provides his clients with the following planning and consulting services:
Portfolio & Macro-Asset Allocation Analysis
Investment Advisory & Portfolio Construction
Equity & Fixed-Income Analysis
Retirement & Income Planning
Divorce and Inheritance Planning
Estate, Tax & Succession Planning
Family Office Services
Real Estate Acquisition & Disposition
1031 & Other Tax-Advantaged Investment Planning
Download full scope of planning and consulting services:
Сore values and our advantages
We Are A FiduciaryOur services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.
We Help You Achieve Your Goals
In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.