VERO BEACH GLOBAL ADVISORS, LLC
VERO BEACH, FLORIDA

VERO BEACH GLOBAL ADVISORS, LLC is a private wealth management firm established on July 17, 2017, headquartered in Vero Beach, Florida. The company is specialized in creating tailored financial strategies that focus on long-term returns and principal protection for its clients. With an emphasis on stability, the advisors at Vero Beach Global Advisors take pride in defining financial success based on each client’s unique goals. Their comprehensive investment philosophy extends to addressing complex tax and wealth transfer planning needs, particularly for those with diversified, global portfolios. By leveraging a deep understanding of varying economic climates and financial structures, the firm ensures precise clarification of clients' tax statuses and other related considerations. Clients are encouraged to start by defining what financial success means to them, ensuring clear communication with their financial advisor from Vero Beach Global Advisors. This approach enhances portfolio management and aligns investment strategies with personal and financial priorities. The firm offers initial consultations to answer any potential questions investors may have regarding their investment or financial strategy. The registered address for correspondence is 4625 Florida A1A, Suite 9, Vero Beach, FL 32963. They can be contacted at the phone number (772) 213-8000. Additional information about services and corporate updates can be found on their website: verobeachglobaladvisors.com. The company’s last annual report was filed on February 12, 2024. The leadership of VERO BEACH GLOBAL ADVISORS, LLC includes Andrew B Hartline and David W Griffis who serve as the managing officers, guiding the firm with strategic direction and oversight.