wealth

Knowing when to retire is less about age and more about readiness, health and planning the next chapter.

Part of TBBW’s ongoing Tampa Bay Top Companies series, spotlighting major employers across the region without ranking or order.

Zeniki Wealth is a recently launched wealth management firm in Tampa, FL that is uniquely positioned versus traditional “Wall Street” Firms. As opposed to most financial advisors that focus solely on publicly traded investments, Zeniki serves as its client’s Personal CFO; providing them with bespoke, a la carte services that range from managing illiquid investments

Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard solutions, which can lead to increased corporate profits. Additionally, there is a focus on acquiring new clients rather than providing exceptional service to existing ones.

For many Tampa Bay business owners, value extends beyond a full sale to smarter exit and recap strategies.

SmartAsset has conducted a study on the amount of money that is necessary to be in the top 1% of earners in each state nationwide. Florida ranked 8th in the nation, for states with the highest income threshold to reach the top 1% of earners. In Florida, the income floor of the top 1% of

By Taylor Ranker, II, chief executive officer of Questmont Virtual Family Office As a successful business owner you do, in fact, have a target on your back. As your wealth and visibility grow so does that target. If you are in this category with dozens, or even hundreds, of employees you are one of the

A new study from SmartAsset analyzed the places in Florida which have experienced the most wealth generation, over the last ten years. The study measures growth across median income, home value and investment income, in each county, to find the places where wealth has increased the most. Sarasota County ranked no. 5 on the list

Regions has launched Women + Wealth, a program that “combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as they move forward on their financial journeys.” An initiative of Regions Private Wealth Management, the Women + Wealth program “debuts at a time when more

Contributed by Graham Wetzbarger  I recently found myself in Sarasota, on a quest to learn more about a young handbag brand called BSWANKY. I had met designer Gretchen Bauer a couple of months prior over a couple of Aperol spritz. She was carrying one of her kaleidoscopic handbag creations and espousing her excitement over how

OLDER LUNDY has added Matthew Evans to its firm as leader of the high-net-worth estate and tax planning practice. “The demand [for high-net-worth expertise] has increased significantly in recent years as individuals, and families, have benefitted from the extraordinary economic growth we have seen nationwide and, especially, in Florida,” explains Michael Lundy, founding and managing

By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Is it a good time to sell your business, what with increasing interest rates and spiking inflation? Last year was an all-time, record high for business sales and M+A but is 2022 still good? For a successful exit, 3 things should be ready: the mental