Alexandra Demosthenes

Role: Boca Wealth Advisors
Location: Boca Raton, FL, US
LinkedIn followers: 500 followers

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About Alexandra Demosthenes

As the director of financial planning and senior wealth advisor, I work with my clients…

Experience

Boca Wealth Advisors
Present

Contact information

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Work email
a••••••••@boca-wealth.com
Personal email
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Current company

Boca Wealth Advisors

Financial Services · 3 employees · Founded 1998 · Boca Raton, Florida, United States

We are an independent fee-only investment advisory firm owned and operated by CPAs. We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning. Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years. All of our advisors have earned the CPA/PFS designation. We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients.

boca-wealth.com

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