Alive Wealth, based in Miami, FL, offers personalized wealth management services that prioritize living in the present while planning for the future. Their team, led by Dani Ross and Jay Baitner, focuses on helping individuals worry less, live more, and give more by customizing guidance tailored to each client's unique happiness pursuits.
With a philosophy that happiness is a journey, not just a destination, Alive Wealth encourages clients to enjoy their pursuits and goals today and tomorrow. By combining financial planning with a focus on joy and fulfillment, they aim to empower individuals to lead fulfilling lives while securing their financial futures.
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