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Archive for October 2014

The Blatt Watch by Peter Blatt: The sandwich generation teaches us how to make informed financial decisions

By Peter Blatt

From the desk of Peter Blatt, J.D., LL.M.  A long term client of ours was unable to meet for our quarterly review. He asked me to reschedule it for a…

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AssetMark Client Access Guide

Center for Asset Management, LLC (“CFAM”) is an SEC Registered Investment Adviser located in Palm Beach Gardens, Florida. SEC registration does not imply a certain level of skill or training.  CFAM may only transact business in those states in which it maintains a notice filing or qualifies for an exemption or exclusion from registration requirements.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CFAM’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by CFAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

 

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