Myriad Capital Private Wealth Management - Investment Planning, Financial Planning, Retirement Planning, Ft. Lauderdale, FL
(954) 464- 7423
Knowledge & Expertise:
Riad Shanawany holds various prestigious professional designations and degrees in the financial planning field including Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He received his Personal Financial Planning Certificate from the University of Miami and his Bachelor of Arts in Business Administration from the University of Florida. In addition, Riad has proven himself to be a devoted leader and continual resource in the industry, having coached, mentored, and strategized cases for other advisors.
Independence & Unbiased Financial Advice:
At Myriad Capital, we work to benefit & enrich the lives of our clients by upholding our gold standard of care. We offer no proprietary products, investment banking business, underwriting or any other conflicts that can get in the way; therefore our attention is undivided and our intentions are transparent in providing independent, objective, and unbiased investment advice. We have no “hidden agenda” or drive to sell any particular financial product. Myriad Capital utilizes the custodial services of NFS, which is owned by Fidelity, one of the world's largest financial institutions that oversees 20 million accounts and 2 trillion in assets.
Comprehensive Financial Planning:
Myriad Capital believes in the importance and benefits of holistic financial planning. At its core, financial planning involves understanding specific client goals, and developing, implementing, and monitoring a customized plan to achieve those goals. We offer our clients periodic service meetings, asset allocation and portfolio rebalancing, retirement planning, tax planning, estate and legacy transfer. The financial planning process is an ongoing and dynamic process. As your needs change, our investment strategy will change to meet your current financial situation.
Open Architecture & Centralized Investment Platform:
Independently owned, we have access to thousands of mutual funds, ETFs, Stocks, Bonds, and alternative investments. Free from the constraints of proprietary products, we are able to successfully and ethically serve our clients to determine which investment options are best suited to their unique financial situation.
Exceptional Personal Service:
Myriad Capital offers exceptional personal service. Each client works directly with Riad when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions within 24 hours.