Planning and consulting

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:

Click here to download our firm overview

Сore values and our advantages

We Are A Fiduciary

We Are A Fiduciary

Our 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 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

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.