Florida Trust Wealth Management maintains a strict policy regarding the safety and soundness of our clients’ assets. At Florida Trust Wealth Management, safety and soundness are more than regulatory requirements – they are the foundation of how we protect and manage wealth for individuals, families, business owners, and foundations and endowments. As one of the largest independent trust companies in the state of Florida, we operate with a singular focus: to serve as a stable, conflict-free fiduciary for every client, across generations.
At 25 years in business, we reflect on more than years. Rather, we honor the lives and futures we’ve helped shape. Every portfolio represents not just financial strength, but a legacy of care, wisdom, and purpose – managed with intention, built to endure.
As a conservative asset manager, our goal is to build client portfolios for longevity and growth. Our fiduciary services are free from conflicts of interest.
When you partner with Florida Trust Wealth Management you can count on:
Because trust and wealth management is our only business, our clients benefit from focused attention, objective advice, and highly personalized service. We provide each client with a dedicated team that manages all aspects of wealth management – from investment management, trust and estate administration, financial planning, and wealth transfer to those needing Family Office Services. We are committed to ensuring consistency, responsiveness, and meaningful insight into the needs of each client and family.
As a state-chartered trust company, we are subject to rigorous regulatory oversight and operate under a strong internal governance framework. Our leadership team brings decades of experience in trust administration, investment management, and legal compliance.
Our 98% client retention rate is more than a number – it is a testament to the trust our clients place in us. It reflects our long-term relationships, sound management, and the confidence clients have in our ability to safeguard their assets through life’s transitions.
You’ve worked hard to build your wealth and legacy. Our role is to protect it – with transparency, prudence, and unwavering commitment. Trust isn’t just in our name – it’s something we strive to earn every day through meaningful, lasting client relationships. At Florida Trust Wealth Management, we provide the clarity, safety, and confidence that you deserve.
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