Our Story

Michael Moldof began his career managing fixed income portfolios for individuals and small institutions in 1969. He had built a sizeable business and a stellar reputation by the time his son Adam joined him over a quarter century later.

Adam Moldof helped to expand the Moldof group into a more comprehensive asset management practice when he joined his father, straight out of college, in 1995. They helped add value to their clients’ portfolios by capitalizing on their collective investment experience and the vast resources of Wells Fargo Advisors Financial Network and its predecessor firms. The Moldof Group made a name for itself in South Florida by providing strong, risk-adjusted performance for their clients along with exceptional, concierge quality service.

The Moldof Group manages 308 million dollars of client assets as of September 2024. They pride themselves on executing well thought out, customized investment portfolios, and can provide access to lending products and services through Wells Fargo affiliates. They have a support team on site, headed by Heidi Pittell. Heidi joined Michael Moldof more than 30 years ago and has been working tirelessly ever since, helping to provide nearly flawless service to the group’s clients, with unmatched warmth and professionalism.

For more information and a complimentary client consultation, please call The Moldof Group at 561-990-5611.