# Florida Trust Wealth Management

> Private wealth and trust services in Florida\. Florida Trust Wealth Management offers expert financial planning\. Secure your future today\.

Generated by Yoast SEO v28.0, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Home new](https://floridatrust.com/)
- [Foundation \& Institutional Services](https://floridatrust.com/foundation-institutional-services/)
- [Investment Services](https://floridatrust.com/investment-services/)
- [Family Office Services](https://floridatrust.com/family-office-services/)
- [Retirement \& IRAs](https://floridatrust.com/ira-services/)

## Posts
- [Serving as Trustee – An Honor or Burden?](https://floridatrust.com/serving-as-trustee-an-honor-or-burden/): Being named trustee is a meaningful honor, but it also comes with significant responsibilities\. Discover how a corporate trustee or co\-trustee can provide expertise, objectivity, and continuity while helping preserve family relationships and ensuring a trust is administered according to its terms\.
- [Earnings Momentum Builds as AI Investment Takes Center Stage](https://floridatrust.com/2026-earnings-momentum-ai-investment/): Early 2026 results point to broad earnings strength, while AI infrastructure spending and return on investment remain important themes for investors\.
- [Rowen Goodman Joins Florida Trust Wealth Management](https://floridatrust.com/rowen-goodman-joins-florida-trust-wealth-management/)
- [Quarterly Investment Webinar July 9, 2026](https://floridatrust.com/quarterly-investment-webinar-july-9-2026/)
- [Current Outlook \& Portfolio Strategy 3Q 2026](https://floridatrust.com/current-outlook-portfolio-strategy-9/): Strong corporate earnings, easing energy prices, and continued investment in artificial intelligence helped drive one of the strongest quarters for U\.S\. equities\. Our Q2 2026 market outlook examines Federal Reserve policy, interest rate expectations, and the long\-term trends shaping investment opportunities\.

## Testimonials
- [Brian Johnson – Naples, FL](https://floridatrust.com/testimonial/brian-johnson-board-member-naples-fl/)
- [Chuck Ketteman – Fort Myers, FL](https://floridatrust.com/testimonial/chuck-ketteman-board-member-fort-myers-fl/)
- [Jim Pigott – Sanibel\-Captiva, FL](https://floridatrust.com/testimonial/jim-pigott-board-member-sanibel-captiva-fl/)
- [John Brabson – Tampa, FL](https://floridatrust.com/testimonial/john-brabson-board-member-tampa-fl/)
- [George Heisler – Sanibel\-Captiva, FL](https://floridatrust.com/testimonial/george-heisler-board-member-sanibel-captiva-fl/)

## Slider Home
- [WE SERVE\.](https://floridatrust.com/newslider/slide-3/)
- [DEDICATED](https://floridatrust.com/newslider/dedicated/)
- [DISCIPLINE](https://floridatrust.com/newslider/discipline/)
- [WEALTH\.](https://floridatrust.com/newslider/slide-2/)
- [TRUST\.](https://floridatrust.com/newslider/slide-1/)

## Testimonial Videos
- [Frank Morsani \& Michael Dreyer](https://floridatrust.com/testimonial_video/testimonial-4/)
- [Hood Craddock \& Sareet Majumdar](https://floridatrust.com/testimonial_video/testimonial-3/)
- [Barry Alpert](https://floridatrust.com/testimonial_video/testimonial-1/)
- [Ralph Jordan](https://floridatrust.com/testimonial_video/testimonial-2/)

## Videos
- [Video Title Goes Here](https://floridatrust.com/video/video-title-goes-here/)
- [The Fourth Video Title Would Be Placed Here It Could Be Longer](https://floridatrust.com/video/the-fourth-video-title-would-be-placed-here-it-could-be-longer/)
- [Yet Another Video  Title Goes Here](https://floridatrust.com/video/yet-another-video-title-goes-here/)
- [Another Video Title Would Go Here](https://floridatrust.com/video/another-video-title-would-go-here/)

## Timeline Items
- [Recharging for the Future](https://floridatrust.com/timeline/recharging-for-the-future/)
- [Historic Expansion in Tarpon Springs](https://floridatrust.com/timeline/historic-expansion-in-tarpon-springs/)
- [A Culture of Giving](https://floridatrust.com/timeline/a-culture-of-giving/)
- [A Huge Achievement Met](https://floridatrust.com/timeline/a-huge-achievement-met/)
- [Resilience Through Challenging Times](https://floridatrust.com/timeline/resilience-through-challenging-times/)

## Categories
- [Investment News](https://floridatrust.com/investment-news/)
- [Press Releases](https://floridatrust.com/press-releases/)
- [Community](https://floridatrust.com/community/)
- [Blogs](https://floridatrust.com/blogs/)
- [Uncategorized](https://floridatrust.com/uncategorized/)

## Departments
- [Board Members](https://floridatrust.com/department/board-members/)
- [Board Members Emeritus](https://floridatrust.com/department/board-member-emeritus/)
- [Board Member In Memoriam](https://floridatrust.com/department/board-member-in-memoriam/)

## Location
- [Tampa Bay](https://floridatrust.com/location/tampa/)
- [Sanibel and Fort Myers](https://floridatrust.com/location/sanibel/)
- [Family Office Services Team](https://floridatrust.com/location/fos/)
- [Naples](https://floridatrust.com/location/naples/)
- [Executive](https://floridatrust.com/location/executive/)

## Years
- [2025](https://floridatrust.com/timeline-year/2025/)
- [2024](https://floridatrust.com/timeline-year/2024/)
- [2023](https://floridatrust.com/timeline-year/2023/)
- [2022](https://floridatrust.com/timeline-year/2022/)
- [2017](https://floridatrust.com/timeline-year/2017/)

## Optional
- [Sitemap index](https://floridatrust.com/sitemap_index.xml)