Our Mission at Private Wealth Management of Coral Gables

Our mission is to provide tailored financial solutions, helping client reach long-term goals through comprehensive advice, a disciplined investment approach, and unwavering integrity. We prioritize understanding unique needs, transparency, and exceptional client service; fostering trust and lasting relationships, for the important things in life. 

Dynamic thinking makes
A difference

Looking for a financial advisor in Coral Gables? Our experienced team is here to help you navigate your financial future with personalized strategies and comprehensive guidance. Contact us today to schedule a consultation and start achieving your financial goals.

Business Owners

Unique solutions for business owners and entrepreneurs.

Retirees

Nuturing wealth so you can live a longer, better life.

Families and Individuals

A pragmatic approach to wealth management.

ANONYMOUS

Dedicated to helping successful individuals and their families build a financial roadmap, for the important things in life.

ALBERT EINSTEIN

If you want to live a happy life, tie it to a goal.

CHARLES F. KETTERING

Believe and act as if it were impossible to fail.

ROGER STAUBACH

There are no traffic jams along the extra mile.

Benjamin Graham

The essence of investment management is the management of risks, not the management of returns.

Our Executive Team

Al Maulini, CFP®, CPM®, CEPA®

FOUNDER, OWNER, PWMCG

SENIOR PORTFOLIO STRATEGIST, RJFS

Jorge Tijerino, MBA

CHIEF OPERATING OFFICER, PWMCG PORTFOLIO STRATEGIST, RJFS

David Gunst

SENIOR VICE PRESIDENT, PWMCG

FINANCIAL ADVISOR, RJFS

Jaime Landivar

VICE PRESIDENT, PWMCG WEALTH ADVISOR, RJFS

Sara Suarez

EXECUTIVE ASSISTANT

DIRECTOR OF CLIENT EXPERIENCE

Leo Marrero

CLIENT SERVICE ASSOCIATE

Rosemary Guilfoyle

WEALTH ADVISOR

Visionary strategists

ALIGNED WITH YOU

At Private Wealth Management of Coral Gables, our financial advisors align with your financial goals to deliver tailored strategies. As your trusted financial advisor in Coral Gables, we offer innovative and personalized solutions to optimize your wealth management. Connect with us today to experience expert financial planning and guidance in Coral Gables.

Success belongs to a

CLASS OF IT’S OWN

We recognize the extraordinary. Our experienced financial advisor team serves distinguished clients with sophisticated, well-crafted financial plans. Connect with us to work with a financial advisor in Coral Gables who aligns with your unique goals.

Impeccable attention to

EVERY DETAIL

Our concierge-level service means we pay the utmost attention to your financial needs. Our proactive approach and commitment to excellence set us apart. Connect with a top financial advisor in Coral Gables today.