Well-Reasoned Financial Guidance for Every Calculated Move

24/7 Investment Group team photo

At the 24/7 Investment Group, we do things a little differently. Our advisors also serve as the money managers for our clients, applying their 70+ years of combined experience to select and review investments and portfolio strategies. We operate with the highest degree of transparency and accountability, so our clients know what investments they own at all times – and most important, how they are performing.

We have an unwavering commitment to our clients and their best interests and devote much time getting to knowing them in order to make the best recommendations for their lifestyle. Our team is constantly monitoring the markets to determine when changes need to be made in the portfolios to ensure that they remain aligned with each client’s stated objectives.

We recognize the tremendous responsibility we have for the financial well-being of our clients and take our obligation very seriously. Because, at the end of the day, it’s about our clients’ wealth – and the plans and purposes they have for it.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Paul Berman
Paul B. Berman
Managing Director, Investments
Joshua Rosenzweig
Joshua Rosenzweig
Vice President, Investments
David Notrica
David Notrica
Senior Vice President, Investments
Michael Schopler
Michael Schopler
Financial Advisor
Grant Berman
Grant Berman
Financial Advisor
NIck Berman
Nicholas Berman
Investment Portfolio Associate
Susan Valdivia-Espino Bio Image
Susan Valdivia-Espino
Senior Registered Client Service Associate
Magana Ing Bio Image
Magana "Maggie" Ing
Senior Registered Client Service Associate
Monika Arnhoelter
Monika Arnhoelter
Senior Registered Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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