Richard is the founder and president of Gulfstream Wealth Partners (GWP). Before establishing Gulfstream Wealth Partners in 2021, Richard served as Director of Portfolio Management at Alvarium Investment Advisors (formerly Guggenheim

Susie joined Gulfstream Wealth Partners (GWP) in August 2023 as Office Manager/Executive Assistant. Prior to GWP, she served as the Practice Administrator at Serenity Wellness Center. With more than 15 years of experience in customer