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Tampa Bay Business and Wealth Magazine
Tampa Bay Business & Wealth

Investment management is growing across Tampa Bay as firms expand services, attract new clients and navigate shifting market conditions. Here, you’ll find reporting on the people, strategies and trends shaping wealth and portfolio management in the region.

Investment Management

Tampa-based Wealth Warden Partners to add 30 Jobs in headquarters expansion
 |  Chuck Merlis

Wealth Warden Partners is expanding its Tampa headquarters and adding 30 high-wage jobs, reflecting the city’s rise as a growing hub for financial talent and investment.

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A view of downtown Tampa’s skyline with the Wealth Warden Partners logo overlayed, representing the firm’s headquarters expansion and investment in the region’s financial sector.
Tampa Bay Trust Company rebrands
 |  Jo-Lynn Brown

As part of a larger rebranding effort by its parent company, the Sanibel Captiva Trust Company, the Tampa Bay Trust Company will now operate as Florida Trust Wealth Management. The

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Why the Virtual Family Office Model Is Reshaping Wealth Management
 |  Contributed Content

When was the last time your wealth manager, CPA, attorney and insurance agent all sat down—together—to talk about you? If you’re like most successful business owners, the answer is probably:

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How to prepare your business for sale: Key steps to maximize value
 |  Contributed Content

Selling a business is a significant milestone for business owners, and it can be an emotional and complex process. Whether the owner is looking to retire, pursuing a new opportunity,

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