Capital Guardian, LLC Opens West Palm Office with Former Smith Barney Advisors

Jan 21, 2010, 14:39 ET from Capital Guardian, LLC

WEST PALM BEACH, Fla., Jan. 21 /PRNewswire/ -- The Intracoastal Family Office at Capital Guardian, LLC announces its opening as of November, 2009.  Bringing together the talents and over 80+ years of experience, Jeffrey Eagle, Jack Kaplan and Paul Vattiato, will serve as Directors. The new firm focuses on the realities of transitions, longevity and successful aging.  Scott Youngberg, a sole practitioner has also joined the firm and will be maintaining his standalone practice.  Ingrid Watterson is our administrator of client experience and office manager.  

According to Paul Vattiato, "Our vision is to grow our practice to be the 'go to' resource in providing education, advisory excellence and pragmatic solutions in this new decade of challenge, brought forth with dignity, professionalism and passion."

The Intracoastal Family Office has developed a contextual planning structure that views the clients in a holistic fashion.  Integrating the complexities of life style, family dynamics, consumption, sustainability, philanthropy, and issues of care/capacity, our professionals weave the financial architecture to make the life story of each client into a great tapestry of possibilities.  

Vattiato said that the innovative "strategy forward" approach strives to keep each client on track as markets, family and changing needs challenge the status quo. "At each step, we collaboratively join forces with 'of counsel' professionals to help complete the continuum of competency bringing forth creative solutions. The client is always at the center of the circle."

"2010 is the dawning of a new decade where so much is changing.  Challenges abound from a broken health care system, to the cultural disconnect of Wall Street from Main Street, to the uncertainty of outliving my money.  Now, more than ever, people are looking for better answers," said Vattiato.

"Capital Guardian is very excited to have such a talented and experienced group of professionals to build the foundation of our West Palm office.  We expect to add another 4-6 quality advisors to this office over the next 6-12 months," according to Tony Montanari, Director of Business  Development for Capital Guardian, LLC.

About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment brokerage firm with 19 offices in North Carolina, Florida and Tennessee.  Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com.

SOURCE Capital Guardian, LLC



RELATED LINKS

http://www.capitalguardianllc.com