Alive & Wealth customizes personal guidance—fueled by knowledge and life experiences—to help everyone worry less, live more, and give more.
We not only manage wealth, we strive to share happiness.
*Happiness is not guaranteed, that part’s up to you.
Live today and tomorrow.
Enjoying today is different for everyone. For Dani Ross it might be lacing up his skates and playing hockey or hitting the beach with his kids. For Jay Baitner that might mean a movie marathon or a five-mile hike. Whatever your happiness looks like, Dani and Jay will provide the perspective and planning to help you get more of it—today and tomorrow.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Happiness is not just a destination. It’s a journey.
“Man plans. God laughs,” which is why we not only plan ahead; we take joy along the way and encourage others to do the same. Enjoy your pursuit & your goals. Be happy, now and later. Choose Alive & Wealth.
Live today and tomorrow.
Enjoying today is different for everyone. For Dani Ross it might be lacing up his skates and playing hockey or hitting the beach with his kids. For Jay Baitner that might mean a movie marathon or a five-mile hike. Whatever your happiness looks like, Dani and Jay will provide the perspective and planning to help you get more of it—today and tomorrow.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Happiness is not just a destination. It’s a journey.
“Man plans. God laughs,” which is why we not only plan ahead; we take joy along the way and encourage others to do the same. Enjoy your pursuit & your goals. Be happy, now and later. Choose Alive & Wealth.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2 S. Biscayne Blvd. Suite 1740 Miami, FL 33131, Ph# 305-371-6333. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alive & Wealth is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian nor its subsidiaries issue Property & Casualty Insurance. Important Disclosures 2023-160582 Exp. 9/25
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
