Since 2001, we’ve helped individuals, families, executives, business owners, and retirees throughout Fort Myers, Cape Coral, Estero, and Lee County 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. Fort Myers, Cape Coral, and Estero are home to retirees, business owners, healthcare professionals, executives, and multigenerational families whose financial planning needs often extend well beyond investment management. Whether you’re planning for retirement, establishing Florida domicile, preparing for a business transition, preserving a family business, or transferring wealth across generations, our experienced Fort Myer’s team helps bring those decisions together through experienced fiduciary guidance and thoughtful planning.
Florida Trust Wealth Management provides integrated financial services designed to support every stage of your financial life. 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 make informed financial decisions through one relationship.
Coordinating investments, retirement, trusts, and estate administration through one long-term strategy.
For business owners in particular, our Family Office Services team works alongside your CPA, estate planning attorney, investment banker, and other trusted advisors to help integrate liquidity planning, business succession, tax considerations, family governance, philanthropy, and multigenerational wealth transfer before and after a business transition.
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. Families throughout Estero, Fort Myers, and Cape Coral 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 business owners, retirees, healthcare professionals, executives, and multigenerational families throughout Lee County and Southwest Florida.
Largest independent trust company headquartered in Florida
More than $6 billion in assets under management
Serving individuals and families throughout Lee 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 Fort Myers, Cape Coral, or Estero home for years, Florida’s tax environment and trust laws create planning opportunities that are worth reviewing periodically.
Fort Myers, Cape Coral, and Estero are home to many retirees, business owners, healthcare professionals, executives, and seasonal residents whose planning needs often include Florida domicile, retirement planning, charitable giving, business succession, trust administration, and multigenerational wealth transfer. These planning opportunities frequently extend beyond investment management alone and benefit from experienced fiduciary guidance. Many families relocating to the area also review their estate plan, trust structures, beneficiary designations, and Florida domicile to reflect their new state of residence.
Many business owners and professionals also work with our Family Office team to help integrate liquidity planning, family governance, philanthropy, and business succession alongside their CPA, estate planning attorney, and other trusted advisors.
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.
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Whether you estabilishing Florida domicile, preparing for retirement, administering a trust, planning for future generations, or seeking a second opinion, our Fort Myers team is here to help.
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