Since 2001, we’ve helped individuals, families, business owners, retirees, and professionals throughout St. Petersburg 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. St. Petersburg has become one of Florida’s leading financial, business, and innovation centers, attracting executives, business owners, healthcare professionals, retirees, and multigenerational families with increasingly sophisticated planning needs. Whether you’re planning for retirement, establishing Florida domicile, preparing for a business transition, coordinating multiple residences, 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.
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. St. Petersburg 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, nonprofit leaders, and multigenerational families in one of Florida’s leading business, financial, and healthcare markets. St. Petersburg clients benefit from direct access to experienced local trust and investment professionals and the resources of the largest independent trust company headquartered in Florida.
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.
St. Petersburg continues to attract executives, business owners, healthcare professionals, retirees, and seasonal residents seeking Florida’s favorable tax environment and exceptional quality of life.
Many families review Florida domicile, retirement planning, charitable giving, trust administration, business succession, and multigenerational wealth transfer as part of their long-term financial strategy. 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. Many nonprofit organizations, private foundations, and community leaders also rely on Florida Trust Wealth Management for investment management, fiduciary guidance, governance support, and endowment oversight.
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’re establishing Florida domicile, preparing for retirement, administering a trust, planning for future generations, or seeking a second opinion, our St. Petersburg team is here to help.
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