Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Imperio Wealth Advisors and MPS are not affiliated entities.

Charles Sachs provides financial planning and investment management to clients, using a long-term consultative approach to achieve financial goals. He is the Chief Investment Officer of Kaufman Rossin Wealth, LLC.Throughout his career, Charles has advised high net worth families, helping them with investment, retirement, estate, and charitable giving. He has worked with some of the largest wealth management firms, and with highly respected boutique firms. At Kaufman Rossin Wealth he plays a key role in designing and implementing portfolios for clients. Charles is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Analyst charterholder. He has served as a leader for top professional organizations, including the Estate Planning Council of Miami, The National Association of Estate Planners & Councils, and the Financial Planning Association. He is currently a Certified Financial Planner Board Ambassador. His community involvement has included membership in professional advisory committees for United Way, University of Miami, and Greater Miami Jewish Federation.Charles earned his BS in Professional Aeronautics from Embry Riddle University, and his MBA in Finance from Florida International University. He started his career serving in the United State Marine Corps where he was a helicopter flight test crew member.

BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations.

Served as Chief investment officer for this registered investment advisory firm that serves private wealth clients. Provided strategic wealth management direction; tax, insurance, and estate planning guidance; and generational wealth transfer and charitable planning advice.

Served as senior advisor for the client relationship team, supervising the interaction and consultation to multiple private clients. Provided strategic wealth management direction; tax, insurance, and estate planning guidance; and generational wealth transfer and charitable planning advice. Reported to the COO and managed an indirect team of three.• Actively pursued new business opportunities while cultivating existing clients. Instrumental in developing “Second Opinion” marketing offering, for prospective clients of the firm. • Launched a charitable planning initiative.•Proactively communicated to clients regarding performance reporting, portfolio construction, financial planning, and estate planning. Trained and prepared clients’ heirs on financial concepts and effective stewardship of family assets.• Selected as one of six members of the investment committee that oversaw and developed consistent investment strategies for all firm clients. Collaborated with the sales and marketing team members to craft and fine-tune the firm’s message and competitive market advantage.