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Richard A. Gotterer, CFP®

Wescott Financial Advisory Group, LLC

400 University Dr
Ste 500
Miami, FL 33134
Phone: (305) 960-2285
Fax: (305) 960-2297

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.