ENRICHMENT WEALTH MANAGEMENT, INC.
CORAL GABLES, FLORIDA

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. President, Enrichment Wealth Management Arlene has been working within the financial services industry for almost thirty years. She has been a Financial Advisor since 1997 working at both Wells Fargo Wealth Management (2005 – 2015) and Citibank/Citicorp Investment Services (1993 – 2005). Prior to that, her background was mostly in Retail and Private Banking with a few years of experience in Human Resources. In 2015, Arlene made the decision to take the entrepreneurial route and establish her own Independent Wealth Management Practice with Raymond James Financial Services, Inc. Inspired by the opportunity to establish her own business under the renowned integrity of the Raymond James brand, Arlene runs her practice utilizing a “financial coach philosophy.” She tailors each client’s individual financial plan according to their experience, investment psychology and risk tolerance and strives to educate, clarify and review in detail all investment options so that clients feel comfortable with the important investment decisions they are making. Arlene also sets up a schedule of frequent contacts in order to ensure that clients remain focused on their financial and life goals versus making emotional decisions that may compromise the successful outcome of their long-term objectives. Arlene believes in living life to the fullest and is dedicated to helping her clients to do the same. She is happily married and very involved in the lives of her two daughters and stepson, ages 21, 19 and 16, respectively. An avid reader, traveler & wine, music, dance and fitness enthusiast, Arlene is also in the process of self-publishing her first book. She recently became a member of the United Way Women’s Leadership Council and obtained her Certified Divorce Coach Certification to better represent the topic of her book which focuses on empowering women. She is happiest when inspiring others and is dedicated to purposefully maximizing her roles as a mother, Financial Advisor, Author and Coach to making life a richer experience for everyone she meets. Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do. We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals. of the way we do business At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1st philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships. Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family. Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. Business Owners Unique solutions for business owners and entrepreneurs. Helping you manage your financial success. Understanding the challenges women face and how to help. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.