Established in Coral Gables

For the Important
Things in Life.

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

Meet The Team Our Philosophy
Locally Owned
11 Specialists
Client-First Approach
Aligned 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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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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