Peace of Mind for Every Stage of Life

"Securing Your Tomorrow, Today."

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100+ Years Experience.
100+ Providers.

About Our Firm
FREE LIFE INSURANCE QUOTES

Founded in 1991, Wistaria Trading is a successful international consulting, business development and advisory firm in North Miami Beach, Florida and Tokyo, Japan. Over time, our financial services focus has evolved incorporating retirement & insurance solutions for clients emphasizing adaptability, resilience, and growth in complex markets. We manage your plan in coordination with your CPAs, bankers, and attorneys utilizing trusted A-Rated institutions. We know that no two clients are the same and that the complexity of each situation calls for a unique solution.

Life Insurance, Disability and Annuities Specialist

Customized solutions to help you secure your financial future. By offering a variety of insurance products and tax-efficient strategies, we align these offerings with a comprehensive financial plan. Our expertise lies in understanding individual needs and providing personalized advice, empowering clients to achieve their long-term financial goals while effectively managing risks. Our goal is to empower clients to achieve financial independence and peace of mind for themselves and their families.

Retirement Savings and Estate Planning

Collaborating with your CPAs, bankers, and attorneys, we offer personalized guidance on retirement accounts, investment options, and tax-efficient strategies to optimize savings. The “fragile decade” should be faced with an experience-centric advisor able to objectively reduce apprehension. We implement retirement income plans and assist clients with estate planning, ensuring that assets are distributed according to our clients’ wishes while minimizing taxes and legal complexities.

Wealth Accumulation and Charitable Giving

We assist clients in building and managing their wealth while making a meaningful philanthropic impact. We offer tailored, tax-efficient strategies designed to grow assets over time, along with guidance on smart charitable contributions that align with clients' values. Our approach emphasizes balance, supporting financial goals while enhancing social responsibility. We guide clients in making informed decisions that benefit both their financial futures and the communities they care about.

Financial Education and Life Stories.

More Discussions with my son, Simon – Pennies or Pence?!

More Discussions with my son, Simon – Pennies or Pence?!

The “Rule of 72” discussion with my son, Simon, sparked several other conversations about how to manage money effectively. Financial literacy is a crucial life skill, regardless of its source.…

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Bullish on Solar: The 11-Year-Old Taking on the City Council (1980)

Bullish on Solar: The 11-Year-Old Taking on the City Council (1980)

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Upcoming Events .

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Past Events .

31 July 2025
Tax Diversification and Retirement: What You Need to Know
9:30 pm - 11:30 pm
Webinar,
Online

REGISTER

Find out more
29 July 2025
Tax Diversification and Retirement: What You Need to Know
6:30 pm - 8:30 pm
Webinar,
Online

REGISTER

Find out more
26 June 2025
Tax Diversification and Retirement: What You Need to Know
9:30 pm - 11:30 pm
Webinar,
Online

REGISTER

Find out more
24 June 2025
Tax Diversification and Retirement: What You Need to Know
6:30 pm - 8:30 pm
Webinar,
Online

REGISTER

Find out more
01 May 2025
Maximizing Social Security: MSMCL0501
6:00 pm - 8:00 pm
Hoke Library,
1150 NW Jack Williams Way
Jensen Beach, FL 34957 United States

Adult Financial Education Foundation is devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future.
We develop courses of study that educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future.

Find out more
24 April 2025
Maximizing Social Security: MSMCL0424
6:00 pm - 8:00 pm
Hoke Library,
1150 NW Jack Williams Way
Jensen Beach, FL 34957 United States

Adult Financial Education Foundation is devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future.
We develop courses of study that educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future.

Find out more
17 April 2025
Maximizing Social Security: MSMCL0417
6:00 pm - 8:00 pm
Peter & Julie Cummings Library,
2551 SW Matheson Ave
Palm City, FL 34990 United States

Adult Financial Education Foundation is devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future.
We develop courses of study that educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future.

Find out more
03 April 2025
Maximizing Social Security: MSMCL0403
6:00 pm - 8:00 pm
Peter & Julie Cummings Library,
2551 SW Matheson Ave
Palm City, FL 34990 United States

Adult Financial Education Foundation is devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future.
We develop courses of study that educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future.

Find out more

Testimonials

“As a well educated, experienced and trusted entrepreneur with a long history of success in multiple industries across continents, Scott's professionalism, passion, ethical standards and unique intelligence tackles ideas, makes them work beyond expectations, and raises the bar for the rest to follow. Having also handled businesses and transactions of multiple shapes and sizes, Scott is the type of resource one can trust implicitly to provide the best advice possible with confidence, whatever the financial scenario. His approach is client-centric, ensuring the highest quality estate planning, business continuation, and retirement planning. He also presented a unique qualified defined benefit pension plan with significant tax benefits. Scott’s approach helped my family and business reduce costs and optimize our income for retirement. Highly recommended!”

Eric A.

“Scott is extremely knowledgeable and communicative. I highly recommend him for any and all your various insurance needs. He possesses a wealth of information and the patience to explain it all in layman's terms. His kindness and professionalism are truly phenomenal.”

Nikki D.

“From our first meeting with Scott, he demonstrated a deep understanding of the intricacies involved in estate planning and life insurance. His patience and commitment to truly understanding our unique situation made us feel heard and valued. Scott meticulously guided us through each step, simplifying complex legal and financial matters with clear, actionable explanations.”

Bruce D.

“Working with Wistaria Trading, made my savings and life insurance choices easy and informative. Putting me and my family in a better position, knowing the various options available, made me feel at ease. Scott Moskowitz is highly educated and experienced in helping others achieve their financial goals. Speaking with Scott, and the Wistaria Trading team, was calming. Their patience guided me to make choices diligently as they helped me understand the technical aspects of the various products available. They walked me through the hard parts of choosing the savings and de-risking strategies I needed. Scott always took my calls no matter how many times I called. Thank you for your professionalism and patience, Scott!”

Bruce K.

“I am pleased to recommend Scott Moskowitz, and his business, Wistaria Trading, for his expertise in life insurance and annuities. Scott is not only a consummate professional but also a genuinely kind individual who prioritizes his clients' needs. His extensive knowledge of insurance is impressive. Scott was able to answer all of my questions with clarity and confidence, making complex concepts easy to understand. His ability to provide insightful guidance ensured that I felt informed and secure in my decisions. I have no doubt that Scott's expertise will be an invaluable asset to anyone seeking assistance for savings strategies, retirement and life insurance. His professionalism and dedication to client satisfaction truly makes him a unique asset to his clients.”

George T.

“I have the privilege of knowing Scott Moskowitz for over 30 years, and in that time, I have come to admire his exceptional expertise and work ethic. Scott is truly a genius when it comes to understanding the market, with an unparalleled ability to analyze trends and adapt to an ever-changing financial landscape. His deep knowledge of the industry, combined with his strategic thinking, makes him an invaluable asset to anyone seeking guidance in life insurance and wealth management. At Wistaria Trading Inc., Scott’s ability to deliver thoughtful, effective solutions is unmatched. Whether it’s navigating complex financial decisions or crafting tailored wealth management strategies, Scott consistently provides the highest level of service and insight. His professionalism, integrity, and commitment to his clients sets him apart in a competitive field. I wholeheartedly recommend Scott Moskowitz for anyone looking to work with a trusted advisor who can turn strategy into success. He’s not just an expert – he’s someone you can count on to help you achieve your financial goals with confidence.”

Vince P.

"Scott is super knowledgeable super hands-on who leads you in the right direction he hooked me up go for it"

Sean E.

“I reached out to Scott Moskowitz and Wistaria Trading to try to purchase insurance and what I found was so much more. Scott and I had several marathon phone conversations trying to decipher what my needs truly were. He asked dozens and dozens of questions that led him to offer solid advice and suggestions to build a firm foundation for the future of my business and the ones that I want to take care of at the time of my passing. We came up with tax strategies and trust ideas to help with my current net worth. At the same time preserving what I have worked hard for. I highly recommend Wistaria Trading. If you want TRUE personalized services for all aspects of your financial preservation needs. You may come out of his council with information that you had no idea you needed. I could not recommend them any more than I do.”

Matthew M.
Contact Us

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Business phone:

+ 772 888 5090
Email Addres:

info@wistariatrading.com
Mailing address:

Address: 1314 E Las Olas Blvd, #123
Fort Lauderdale, FL 33301