Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies

Awards & recognition

  • Thais Piotrowski, Barron’s Top 1,200 Financial Advisors, 2015 - 2024
  • Thais Piotrowski, Barron’s Top 100 Women Financial Advisors, 2016, 2018 - 2023
  • Thais Piotrowski, Ameriprise Circle of Success, 2023

Community participation

The team served meals to families in need at Boca Raton Helping Hands.
The team served meals to families in need at Boca Raton Helping Hands.
  • We work with the Arthur R. Marshall Foundation for The Everglades, in which we help unite people and nature.
  • We are involved with the Women's Circle, in which we help women in need.
  • We are involved with the Nat King Cole Generation Hope, Inc. whose mission is "engaging, connecting, and celebrating music and the life of Nat King Cole".
  • We serve with the Women's Business Development Council (WBDC), whose mission to "assist in the establishment and growth of women in business."