Dynamic Wealth Strategies | Financial Advisors in New York, NY

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What We Do
Who We Are
Retired & Inspired
Resources
Connect With Us

What We Do
Who We Are
Retired & Inspired
Resources
Connect With Us

Resources

Give Us a Call

646.838.0161

Email Us

info@dynamicwealthinc.com

Visit Us

800 Village Square Crossing
Suite 220
Palm Beach Gardens, FL 33410

Check Us Out

Insurance products are offered through the insurance business Dynamic Wealth Strategies. Dynamic Wealth Strategies is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Dynamic Wealth Strategies are not subject to Investment Adviser requirements. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and Dynamic Wealth Strategies are not affiliated companies.

Privacy Policy | Terms of Use | Disclosures | Form CRS

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and advisory services offered through Madison Avenue Securities, LLC (“MAS”), Member FINRA/SIPC and a Registered Investment Advisor. Dynamic Wealth Strategies and MAS are unaffiliated entities. We are licensed to do business in the following states: NY, NJ, CT, PA, MD, FL.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

We do not work with Rate-Shoppers. If you are looking for a one-size-fits-all approach, we are not your ideal advisor. We spend time getting to know and understand our clients’ needs; if you are looking for a quick quote or product transaction, that’s OK – we simply don’t like to make blind recommendations, and we aren’t a match.

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