Independent Wealth Management

​Bradenton and Sarasota, Florida

Financial Planning

We know that like many people, you may have achieved many of your goals. That said, you still might harbor lingering doubts about your future. You continue to wonder whether your money will comfortably last through your retirement. You feel overwhelmed by all of the conflicting information you get from the financial industry and the media. 

Asset Management

Optimize your retirement through prudent tools and tactics. Our balanced investment strategies are tailored to fit your goals and can help enhance your retirement. We can help you clarify some of your confusion and review the available options so that you can be certain that you are informed and empowered to make smart investment decisions. 

Wealth Management

The world of finance has become much more complex over the last 20 years. As a result we believe that the traditional quarterly review process has become outdated. We have developed a seasonal model that allows us to go even deeper on key areas of your finances such as taxes, investments, estate planning, and cash flow.                                               

Benefits Consulting

As an employer or as an employee you want to know which benefits make the most sense to achieving your goals.  You likely want to better understand your government entitlements like social security and medicare.  Our firm offers a full range of financial consultant services to help you tailor and maximize your benefits.                  -                                        

Relationship Management


We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate, taxes, etc., and also on the "micro": level of household cash flow).


We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.


We bring insights from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.


We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.


We will explore what specific knowledge  will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.


We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Source: Mitch Anthony, Moving from "ROI To ROL" Infographic: Michael Kitces

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