We work with all types of clients. You may be in the accumulation phase of your life and working towards a variety of goals. Or you may be near or in retirement and need a different set of parameters. With an average of over 30 years experience each, our advisors are ready to help you to and through your retirement while ensuring you are properly invested and protected.

Yes! All of our advisors are fiduciaries as they hold specialized licenses and/or credentials that require them to put their client’s needs above their own in all circumstances.

All of our financial advisors have experience helping clients in every stage of their lives. We want to be your financial concierge, helping you navigate through all financial aspects of your life today and tomorrow. Our areas of expertise include:

• Financial Planning
• Retirement Planning
• Investments
• Wealth Management
• Insurance for Protection
• Insurance for Investing
• Emergency Fund Creation and Management
• Estate Planning Needs Analysis
• Tax Awareness
• College Savings/ 529 Plans
• UTMA/UGMA Accounts
• Margin Accounts
• Third-Party Managed Accounts
• Customized Investment Creation

Your advisor will discuss with you the fee structure for their services. This may include advisory fees, commissions and/or a flat fee.

Lincoln Investment is our broker dealer. They essentially are the company that each advisor holds their licenses with. Our Florida State Doing Business As name is Suncoast Wealth Solutions.

At Suncoast Wealth Solutions our investment philosophy is rooted in creating an experience that is customized with a disciplined strategy and long-term stewardship. Every portfolio is designed to reflect our clients’ lifestyles and aspirations. Delivering confidence through market cycles and across generations. By balancing analytics with personal guidance we help our clients preserve, grow and enjoy their wealth for generations to come.