Feldman-Pitlosh Team

2665 S. Bayshore Dr. STE. 230

Miami,

FL

33133

About the Feldman-Pitlosh Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Feldman-Pitlosh team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help. 

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If you’re an investor looking to build a well-diversified portfolio, you’re likely familiar with mutual funds. But do you know how they work, and do you know there are two different kinds? Mutual funds can be classified as closed-end or open-end, and while they have some similarities, they also have some major differences. But first, let’s take a moment to revisit what mutual funds even are.

Blog

Retirement in Florida Sandy beaches, sunny skies. Blue water that stretches as far as the eye can see. A community of like-minded individuals around you. Welcome to Florida, the Sunshine State. A haven for retirees seeking a vibrant lifestyle, Florida offers more than just great weather. Appealing tax benefits, an abundance of recreational activities, and diverse cultural offerings grace this peninsula, which boasts a little bit of something for everyone.

Team locations

Miami, FL
2665 S. Bayshore Dr. STE. 230, Miami, Florida, 33133

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.