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Who are our Clients?

LLBH Private Wealth Management is a Registered Investment Advisory (RIA) firm created to work with entrepreneurs and senior executives who became wealthy because they made great decisions. We also found our process works for those who have been thrust into decision making roles, such as retirement, the sale of a business, divorce or death in the family.

Is this you?

Just like in their professional lives, our clients want a thorough and candid process to make great decisions about their financial lives.

LLBH clients respect our ability to get things done.

The LLBH Process

It’s Like Having Your Own Family Office.

Our high staff-to-client ratio allows us to be highly responsive, with your Personal Wealth Advisor coordinating all efforts with an entire team of trusted professionals, all working closely together on your behalf.

Learn more about our philosophy.


The LLBH Difference — in our own words:

View a video of our personal story


LLBH partners appear live on Fox Business News

View our interview on December 5