The relationship between money and happiness is a complex one. We believe that diversification only works when your investments are truly different. While other firms are limited in what they offer, we can recommend solutions most other firms can't.
We focus our practice on working with accredited investors* comprised of individuals, business owners, professionals, executives, athletes and retirees....people who are influential, responsible, respected leaders in their industries, professions and communities. By limiting the types of clients we serve, we specialize in understanding of the unique financial issues, obstacles and opportunities that our clientele face. Our clients are typically wealthier than their other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children.
*An accredited investor is an individual that has an annual income in excess of $200,000, or joint annual income with spouse in excess of $300,000. OR An individual net worth (the fair market value of total assets, but excluding the value of principal residence, minus total liabilities), or joint net worth with spouse in excess of $1,000,000.
Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Arkadios Capital and Arkadios Wealth are affiliated through common ownership.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 10739 Deerwood Park Blvd, Jacksonville,florida 32256,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- exclusiveadvisors.com
- Keywords
- Advisory Services, Insurance Expertise & Risk Management Solutions, Investment Banking, Capital Markets Expertise, Retirement Planning, Trusts and Estate Planning, Impact Investing, DST 1031 Exchange Properties, Private Equity, Private Debt.
- HQ
- Jacksonville, Florida
- Competitors
- ACG Wealth, Epic Capital Wealth Management, River City Wealth Management, StillBlue Financial Partners, NorthStar Capital Advisors, Truss Wealth Advisors, True Point Financial Advisors, JAMES F. TULLIS & ASSOCIATES, ResearchConnection, Context Matters (A Decision Resources Group Company).
Exclusive Advisors Llc Questions
Exclusive Advisors Llc's website is exclusiveadvisors.com
Exclusive Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/exclusive-advisors-llc
Exclusive Advisors Llc has
6 employees.
View email and phone details for 6
employees at Exclusive Advisors Llc.
Exclusive Advisors Llc's industry is
Financial Services
Exclusive Advisors Llc's top competitors are
Acg Wealth,
Epic Capital Wealth Management,
River City Wealth Management,
Stillblue Financial Partners,
Northstar Capital Advisors,
Truss Wealth Advisors,
True Point Financial Advisors,
James F. Tullis & Associates,
Researchconnection,
Context Matters (A Decision Resources Group Company).
Exclusive Advisors Llc's categories are Financial Services
Exclusive Advisors Llc's founding year is 2009
