Since 2001, we’ve helped individuals, families, business owners, retirees, and professionals throughout Tarpon Springs, Palm Harbor, Dunedin 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. Tarpon Springs is home to many family-owned businesses, retirees, professionals, and multigenerational families whose financial planning needs often extend well beyond investment management. Whether you’re planning for retirement, preserving a family business, establishing Florida domicile, preparing for a business transition, or transferring 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 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. Tarpon Springs 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 business owners, retirees, and multigenerational families in a community known for its longstanding family businesses and coastal lifestyle.
Tarpon Springs, Palm Harbor and Dunedin clients benefit from direct access to experienced local trust 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.
For generations, Tarpon Springs has been home to family-owned businesses, retirees, professionals, and multigenerational families whose financial planning needs often extend well beyond investment management.
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 families have deep roots in Tarpon Springs and are planning not only for retirement, but also for preserving family wealth across generations. Family-owned businesses and multigenerational families often work with Florida Trust Wealth Management to help coordinate business succession, retirement planning, charitable giving, trust administration, and wealth transfer.
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 Tarpon Springs team is here to help.
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