Since 2001, we’ve helped individuals, families, business owners, retirees, and professionals throughout Belleair, Indian Rocks Beach, Clearwater, and Florida’s Gulf Coast coordinate important financial decisions through one integrated relationship.
Today, we manage more than $6 billion in assets for approximately 500 families, providing investment management, retirement planning, trust administration, wealth transfer, and Family Office Services as appropriate. Belleair, Indian Rocks Beach, and Clearwater have long attracted retirees, business owners, healthcare professionals, executives, and multigenerational families whose financial lives often extend well beyond investment management. Whether you’re planning for retirement, establishing Florida domicile, coordinating multiple residences, preparing for a business transition, or preserving wealth across generations, our experienced local team helps bring those decisions together through thoughtful planning and experienced fiduciary guidance.
Florida Trust Wealth Management services are designed to help families coordinate the financial decisions that shape their lives. From investment management and retirement planning to trust administration, Family Office Services, and wealth transfer, our experienced local team helps individuals, families, business owners, retirees, and seasonal residents align the decisions that shape their long-term financial future.
Coordinating investments, retirement, trusts, and estate administration through one long-term strategy.
Choosing a wealth management firm is about more than investment performance. It is about selecting a long-term fiduciary relationship built on experience, transparency, and thoughtful decision-making. Belleair, Indian Rocks Beach, and Clearwater families choose Florida Trust Wealth Management because they value independent guidance, direct access to experienced professionals, and a trust company that understands the planning needs of executives, business owners, healthcare professionals, retirees, and multigenerational families throughout one of Florida’s leading business and healthcare markets.
For business owners in particular, our Family Office team works alongside your CPA, estate planning attorney, investment banker, and other trusted advisors to help coordinate liquidity planning, business succession, tax considerations, family governance, philanthropy, and multigenerational wealth transfer before and after a business transition.
Largest independent trust company headquartered in Florida
More than $6 billion in assets under management
Serving individuals and families throughout Pinellas County and Florida's Gulf Coast for more than 25 years.
98% client retention, reflecting long-term relationships built over decades
Discretionary portfolio management guided by an Investment Policy Statement
Independent fiduciary guidance with no proprietary investment products
Experienced and highly accredited local portfolio managers, trust professionals, and Family Office specialists
Wealth Management, Trust & Estate Administration, Family Office Services, Retirement Planning, and Foundation & Institutional Services
Direct coordination with your CPA, estate planning attorney, insurance professional, and other trusted advisors
Welcoming adult children and future generations to open accounts under the parent relationship umbrella Many of our client relationships span multiple generations. Through family umbrella relationships, we often begin working with children, grandchildren, and other family members before they independently meet our investment minimums. Establishing those relationships early helps create strong, trusted relationships across generations and supports informed financial decisions long before wealth changes hands.
Our Wealth Management relationships generally begin with $2 million in assets under management, while our Trust & Estate relationships generally begin with managed trust or estate assets of $5 million or more. Today, we serve families with assets ranging from $2 million to more than $100 million, providing the same disciplined investment process, fiduciary guidance, and long-term commitment that have defined Florida Trust Wealth Management since our founding in 2001.
Whether you’ve recently relocated or have called Belleair, Indian Rocks Beach, or Clearwater home for years, Florida’s tax environment and trust laws create planning opportunities that are worth reviewing periodically.
Belleair, Indian Rocks Beach, and Clearwater are home to many retirees, business owners, healthcare professionals, executives, and seasonal residents whose planning needs often include Florida domicile, retirement income, charitable giving, business succession, and multigenerational wealth transfer. For many business owners and professionals, these discussions also include liquidity planning, family governance, philanthropy, and coordinating trusted advisors before and after a business transition.
Florida is one of nine states without a state income tax, estate tax or inheritance tax. Combined with Florida’s well-established trust laws, these factors make the state an attractive destination for many families establishing primary residency.
Since every family’s circumstances are different, decisions involving Florida domicile, wills, trusts, retirement planning, and wealth transfer should be made in coordination with your estate planning attorney, CPA, and financial professionals.
lorem ipsum dolor sit amet consectetur adipiscing elit illum commodo incididunt voluptatum deleniti harum lorem sunt et provident dolor et minus aliquip fuga non proident praesentium non commodo et eu minus esse quo optio voluptate vero mollitia eiusmod voluptas quod velit eos dolore tempore ut eum consectetur omnis aliqua culpa consequatur nobis in voluptas corrupti mollitia minim sunt dolore deserunt
lorem ipsum dolor sit amet consectetur adipiscing elit illum commodo incididunt voluptatum deleniti harum lorem sunt et provident dolor et minus aliquip fuga non proident praesentium non commodo et eu minus esse quo optio voluptate vero mollitia eiusmod voluptas quod velit eos dolore tempore ut eum consectetur omnis aliqua culpa consequatur nobis in voluptas corrupti mollitia minim sunt dolore deserunt
lorem ipsum dolor sit amet consectetur adipiscing elit illum commodo incididunt voluptatum deleniti harum lorem sunt et provident dolor et minus aliquip fuga non proident praesentium non commodo et eu minus esse quo optio voluptate vero mollitia eiusmod voluptas quod velit eos dolore tempore ut eum consectetur omnis aliqua culpa consequatur nobis in voluptas corrupti mollitia minim sunt dolore deserunt
lorem ipsum dolor sit amet consectetur adipiscing elit illum commodo incididunt voluptatum deleniti harum lorem sunt et provident dolor et minus aliquip fuga non proident praesentium non commodo et eu minus esse quo optio voluptate vero mollitia eiusmod voluptas quod velit eos dolore tempore ut eum consectetur omnis aliqua culpa consequatur nobis in voluptas corrupti mollitia minim sunt dolore deserunt
Whether you estabilishing Florida domicile, preparing for retirement, administering a trust, planning for future generations, or seeking a second opinion, our local team is here to help.
My Account
