Tampa Team

Get To Know Our Team Of Professionals!


Services Offered:

  • Personal & Business Financial Planning
  • Investment Management Consultations (Direct Access to CWP Institutional Investment Management Team)
  • Integrated Insurance (Tax Aware)
  • Tax Planning and Strategy
  • Retirement Planning Strategies (Pre & Post Career Consultation)
  • Estate Planning (Will, Trusts & Charitable Consultation)
  • Business Evaluation & Private Equity Investment Consultation
  • Entity Structuring & Business Opportunity Assessments
 
Asset_Allocation_Tampa_Florida

 Asset Allocation – we develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.

Portfolio Construction- we develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.

 

Contact our Tampa Team

 

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