Boca Raton
Home office. Full in-person planning for Boca Raton, East Boca, West Boca, and the surrounding coastal and inland neighborhoods.
See Boca Raton Wealth Management
In-person planning from our offices in Boca Raton (Palm Beach County) and Plantation (Broward County). Virtual planning available in all 50 states for clients who move, travel, or prefer to meet by video.
Two offices anchor the practice: the home office in Boca Raton, serving Palm Beach County, and the Plantation office serving Broward County. Between the two we cover most of the South Florida corridor in person. For clients who move, travel, or prefer video, virtual planning is available in all 50 states with the same fee-based fiduciary standard.
Home office. Full in-person planning for Boca Raton, East Boca, West Boca, and the surrounding coastal and inland neighborhoods.
See Boca Raton Wealth ManagementA short drive from the Boca office. In-person planning for the barrier-island community and its full-time and seasonal residents.
See Highland Beach Wealth ManagementFull planning services for Delray Beach, from Atlantic Avenue to the western communities.
See Delray Beach Wealth ManagementIn-person and virtual planning for Boynton Beach clients, including the coastal, central, and western neighborhoods.
See Boynton Beach Wealth ManagementWealth planning for West Palm Beach, from downtown to the historic and northern neighborhoods.
See West Palm Beach Wealth ManagementPlanning for the Palm Beach island community, its estate-level households, and seasonal residents.
See Palm Beach Wealth ManagementFull-service planning for Palm Beach Gardens, PGA National, and the surrounding gated and golf communities.
See Palm Beach Gardens Wealth ManagementWestern Palm Beach County. Full planning for equestrian estate owners, high-net-worth families, and multi-generational households in the Wellington Preserve and Village Walk areas.
See Wellington Wealth ManagementBroward-county office. Full in-person planning for Plantation and the surrounding central Broward neighborhoods.
See Plantation Wealth ManagementWealth planning for Fort Lauderdale, from downtown to Las Olas, the beach, and the surrounding neighborhoods.
See Fort Lauderdale Wealth ManagementIn-person and virtual planning for Coral Springs households, including its established professional and business-owner community.
See Coral Springs Wealth ManagementPlanning for Weston and its master-planned neighborhoods, with a large concentration of executive and professional households.
See Weston Wealth ManagementWealth planning for Cooper City, Rock Creek, and the surrounding southwest Broward communities.
See Cooper City Wealth ManagementPlanning for Parkland families, its equestrian and gated communities, and the surrounding northwest Broward area.
See Parkland Wealth ManagementBroward-Palm Beach line. Six miles from the Boca office. Retirement-stage and estate planning for coastal households, Century Village residents, and pre-retirees.
See Deerfield Beach Wealth ManagementCentral Broward coastal. Ten miles from Boca, fourteen from Plantation. Business owner succession, coastal property planning, and remote executive coordination.
See Pompano Beach Wealth ManagementCentral-western Broward. Four miles from the Plantation office. High-income tax planning and equity-compensation work for academic, medical, and corporate executives.
See Davie Wealth ManagementNorthwest Broward. Five miles from the Plantation office. Corporate benefit optimization, cash flow planning, and independent household planning for professional women.
See Sunrise Wealth ManagementWe regularly work with clients in surrounding South Florida communities including Lighthouse Point, Hollywood, Hallandale Beach, Lake Worth Beach, Pembroke Pines, Tamarac, Lauderhill, Boca Del Mar, Kings Point, and Century Village Boca. Contact either office to talk about in-person or virtual planning.
Not in South Florida? Virtual planning is available in all 50 states. Most out-of-state clients started with us locally and kept the relationship when they moved. Schedule a consultation or see the full services list.
The first meeting is a conversation. We map what's going on, what matters most, and whether we're the right fit. In person in Boca Raton or Plantation, or by video from anywhere.
The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.