What financial challenges are you facing?

When you are faced with life’s challenging transitions, you need a guide, a coach, a sounding board to help you make good financial decisions. The compassionate, experienced, professional financial planners at The Enrichment Group are there to support you, to offer sound financial planning advice, along with precision investment management strategies.


Your Professional Financial Planning and Investment Management Team

The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.

Ongoing comprehensive financial planning maintains our clients’ progress. Our customized, professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”

Learn More About the Enrichment Group →


Contact Us

Contact Us

(305) 274-1600
7355 S.W. 87 Avenue
Suite 300
Miami, FL 33173

A Financial Services Firm You Can Trust

Proven Experience


Our financial planning and investment services firm has proudly enriched the lives of our clients and employees for more than 25 years.

Advice You Can Trust


Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.

Passionate People


Our employees are passionate about helping people build a solid financial future.

Credentialed Expertise


Our credentialed team consists of 5 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, 1 CPA/PFS, 1 Certified Financial Divorce Analyst (CDFA) and 3 Certified Paraplanners.

Our Latest Financial Articles

Stephen Wright Featured In The Miami Herald’s Money Section Article “Inherit? Invest.”

August 28th, 2014 by

We are extremely proud to have our own Stephen O. Wright featured in the Miami Herald’s article “Inherit? Invest” on the front page of their Saturday Money Section. The article contained great advice on how to handle an inheritance such as waiting before making major decisions, keeping inherited money separate from joint marital assets, increasing [...]

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Are Some Investors Really Only Savers?

August 20th, 2014 by

Many people who think they are investors are really savers.  Although saving is an important part of a good financial plan, the reality is that investing is what will make the biggest impact on your long-term financial results.  Long-term results require long-term thinking — and the reason why so many people are savers is because [...]

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The Taxpayer Bill of Rights

August 13th, 2014 by

Have you ever been frustrated with the Internal Revenue Service?  A recent survey “revealed that only 46% of taxpayers believe they have any rights before the IRS.”  In an effort to improve their image, the IRS recently published a “Taxpayer Bill of Rights.”  The National Taxpayer Advocate, Nina E. Olson, said that “…most taxpayers do [...]

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