Every relationship starts with a single conversation. Reach out, and we will respond personally.
Whether you are interviewing advisors for the first time or considering a change after years with another firm, the conversation begins the same way — with listening. Share what you're thinking about, and we'll respond personally within one business day.
Your message has been received. You'll hear back personally within one business day — typically much sooner.
Yes. While Sweet Wealth Advisors is based in Miami, our client base is genuinely nationwide. Modern advisory transcends geography — meetings happen on video, documents are signed electronically, and the relationship is just as personal as it would be in person.
Account minimums depend on the service and the platform used. The most useful starting point is a brief conversation — that lets us recommend a structure that fits your goals rather than fit you into a preset minimum. Reach out and we'll discuss it openly.
An Investment Advisor Representative (IAR) is an individual authorized to provide investment advice through a Registered Investment Adviser (RIA). Virgil Sweet is an IAR through Impact Partnership Wealth, which holds the RIA registration and oversight. IARs operate under a fiduciary standard.
A fiduciary is legally obligated to act in the client's best interest, ahead of their own. That standard shapes every recommendation — what we suggest, what we don't, and how we explain the tradeoffs. It is the starting point of the relationship, not a feature we charge extra for.
Tech and finance professionals navigating equity compensation, business owners planning exits, families building multigenerational wealth, and individuals approaching or already in retirement. The thread connecting them: clients who take their financial future seriously and want a coordinated, long-term partner.
Send a note via the form on this page or email virgil@sweetwealthadvisors.com. We'll respond personally within one business day to schedule a short introductory call — no pressure, no commitment, simply a conversation about whether we're a fit.