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Our team of financial professionals can work with you to address any number of various investment needs you may have. We will review your individual financial situation and work with you to help you identify your unique investment needs and clarify your objectives. By working with a OneSouth Florida Wealth Advisors financial professional, you will have access to a wide range of products and strategies designed to address those objectives and help chart a path towards accomplishing your goals.


Equities represent an ownership interest in a publicly traded corporation or pooled investment vehicle and may offer growth potential that can help you meet longer-term goals. Includes common stock, exchange traded funds, closed-end funds, certain listed preferred stocks and American Depositary Receipts.

Managed Portfolios

Portfolio management involves selecting and managing an investment policy that aims to minimize risk and maximize return on investments. There is an art, and a science, when it comes to making decisions about investment mix and policy, matching investments to objectives, asset allocation and balancing risk against performance.

Mutual Funds

Funds that consist of a portfolio of securities that seek to meet an identified objective, managed by a fund manager, which give investors the ability to buy or sell shares at the end of the day at the funds’ net asset value (NAV).

Exchange Traded Funds (ETFs)

An ETF is a type of pooled investment vehicle designed to track an index or can be actively managed. ETFs trade on an exchange like a stock throughout the trading day. ETFs can hold a diversified group of equities, fixed income, commodities, currencies, options, or a blend of assets.

Fixed Income Securities

Bonds issued by companies, governments, states, and municipalities that represent the issuer’s promise to repay the bond face amount, with interest, within a set period of time. Examples of fixed income securities include U.S. treasury securities, securities issued by government agencies, corporate bonds, municipal debt securities, and certain preferred securities.

Brokered Certificates of Deposits (CDs)

Brokered CDs offered through a broker-dealer are a deposit instrument that typically pays periodic interest at a fixed rate for a specified period of time.

Market Linked Investments (MLIs)

MLIs are debt instruments linked to the performance of an underlying market measure, like an index, with targeted risk and return characteristics.


Non-traditional investment vehicles that generally include hedge funds, private equity funds, and real assets. They may offer exposure to a broader range of markets and securities, including illiquid assets, and/or may employ investment strategies and techniques typically not found in registered investment companies.


Annuities can be a big part of retirement strategy. An annuity is designed to accept and grow funds and then, upon annuitization, pay out a stream of payments to the individual.

Types of Annuities

  • Fixed Annuities
  • Deferred Annuities
  • Variable Annuities
  • Indexed Annuities
  • Income Annuities
  • Single Premium Immediate Annuity

Benefits of Annuities

  • Receive tax-deferred growth and compounding within the annuity contract
  • Guaranteed rates of return on investment
  • Guaranteed lifetime payments if you annuitize

Withdraws are subject to ordinary income tax and if taken prior to age 59 ½ may be subject to a 10% federal tax penalty.


IRAs are investment products and strategies to help you secure your retirement. The main advantage of an IRA is that you defer paying taxes on the earnings and growth of your savings until you actually withdraw the money.

Types of IRAs

  • Traditional IRA
  • Roth IRA
  • Spousal IRA
  • Rollover IRA
  • Stretch IRA

Benefits of IRAs

  • Tax-deferred strategies
  • Flexibility to invest in a range of financial products

Ancillary Services

Gain access to information and products that can help you prepare your finances for the future.

  • Brokerage accounts through Pershing
  • Online account access
  • Check-writing services
  • Access to consolidated statements
  • Cash-management accounts
  • Debit cards
  • Check writing
  • Cost-basis reporting and more
  • Estate preservation
  • College financial planning
  • Small business financial planning
  • Pension services
  • General financial planning