Mission and Vision

Founded in Sanibel, Florida in 2001

The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and Tampa Bay Trust Company have unified under one new name – Florida Trust Wealth Management.

Only our name has changed. We took this opportunity to honor our history, while acknowledging who we are today and plan for our long future in Florida. “With the name, Florida Trust Wealth Management, the company now represents all the communities we serve,” said Al Hanser, Founder and Chairman. “It’s a new era in our company, and we’re excited to see what the next 25 years will bring.”

Our Mission

To advise and care for our clients and their families by providing individualized wealth management through life’s transitions. We strive to inspire trust, confidence and a sense of community among those we serve.

Our Mission keeps us focused on what is most important –individuals, families, foundations and business owners with missions of their own.

Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.

Our Vision

To be the premier independent wealth management firm that is the first choice for clients, employees, shareholders and professional advisors.

Florida Trust is committed to unwavering client focus, where Rule Number One is always to put the client first—and Rule Number Two is never to forget Rule Number One. This foundational principle drives every decision, interaction, and strategy at Florida Trust Wealth Management. We are guided by a steadfast dedication to always do the right thing, even when it’s not the easiest path.

We are committed to

  • Holding a deep understanding of our clients’ needs and goals
  • Providing exceptional local investment management
  • Administering targeted, thoughtful estate and trust services
  • Delivering outstanding personal attention and consistent communication
  • Serving as a strong industry leader for the benefit of our clients, community and shareholders

Our Corporate Structure

Florida Trust Wealth Management is our holding company, located in Sanibel, Florida within Lee County and manages and executes the business of the Board of Directors and its Shareholders.