Established in Coral Gables

For the Important
Things in Life.

Sophisticated wealth management with a personal architecture. Designed for families, executed by experts.

Meet The Team Our Philosophy
Locally Owned
11 Specialists
Fiduciary Standard
Affiliated with Raymond James

"Trust is the only capital that doesn't trade on the stock market, yet it's worth more than any share."

Al Maulini — Founder, PWMCG

Built on Intellectual Capital

Wealth management is a team sport. Our diverse specialists work together to cover every angle of your financial life.

Executive Leadership

Al Maulini, CFP®, CPM®, CEPA®

Founder, Owner, PWMCG

Senior Portfolio Strategist, RJFS

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Sara Suarez

Director of CEO Affairs & Organizational Excellence

Client Services Manager, RJFS

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Joseph A. Toth

Branch Manager, RJFS

Senior Vice President, PWMCG

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Financial Advisors & Support Team

Luciana Cruz

Senior Vice President, PWMCG

Financial Advisor, RJFS

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Joseph Torano

Senior Vice President, PWMCG

Portfolio Strategist, RJFS

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Rosemary Guilfoyle, CEPA®

Vice President, PWMCG

Wealth Advisor, RJFS

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Leo Marrero

Vice President, PWMCG

Portfolio Strategist, RJFS

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Jaime Landivar

Vice President, PWMCG

Wealth Advisor, RJFS

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Celeste Boadas

Client Service Associate

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Michael Chio

Client Service Associate

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Our Methodology

A Blueprint for Your Legacy

Just as a great structure requires a solid foundation and ongoing maintenance, your wealth requires a deliberate design.

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Perspectives

Market clarity and financial wisdom.

Market Commentary

Q3 Market Outlook

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Tax Strategy

Business Exit Planning

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Legacy

The Next Generation

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