Tampa Wealth Management
Tampa, Florida
615 Channelside Dr., Suite 207
Tampa, FL 33602
Phone: 813.723.8635
Fax: 813.433.2527
Our wealth management team in Tampa works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.
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Meet your Tampa wealth management team
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
For me, building deep relationships and becoming a trusted partner has always been the mos...
View ProfileJennifer Facini, CFP®
As a Business Development Specialist, I help our clients live a richer life by understandi...
View ProfileMatthew McKenney
I serve as the Personal CFO for a select number of successful families. We use a consultat...
View ProfileMichael Battaglia, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
Talk to a Tampa financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client