Why do clients choose to stay with Florida Trust Wealth Management?

Posted on September 5, 2026

Choosing a wealth management firm is an important decision. Choosing one that can grow alongside your family for decades is equally important.

For more than 25 years, Florida Trust Wealth Management has hand-selected professionals to join our team who understand the client-focused, relationship-driven culture our clients prefer. Our local team members are on site to help families navigate life’s most important financial decisions through thoughtful guidance, experienced fiduciary oversight, and coordinated planning.

Today, we manage approximately $6 billion in assets for more than 500 families and have maintained a 98% client retention rate.

Clients value our independent research, experienced local portfolio managers, direct accessibility, and the ability to coordinate investment management, retirement planning, trust administration, Family Office Services, and wealth transfer through one trusted relationship. Just as importantly, they value knowing that when they call, they’re speaking with professionals who know their family, understand their financial picture, and remain actively involved throughout the relationship.