Bhavesh PatelManaging Partner
Phone: 813-343-0009 Bhavesh is the co-founder and managing partner of Reliance Wealth and Trust Partners, LLC an Independent Firm and a Registered Investment Adviser with the SEC headquartered in Tampa, FL. He has been a financial planner since 2001 and continues to serve clients through a relationship based on knowledge, experience, integrity and mutual trust. It was through his vision, that led to the creation of an unbiased wealth management firm - Reliance Wealth and Trust Partners, where the philosophy is based on partnering with Certified Public Accountants and Attorneys. He is an active speaker in the Tampa Bay Business Community helping educate business owners on wealth management strategies. Bhavesh specializes in asset protection, tax, investment and estate planning.
Bhavesh’s clientele consists of Physicians, Business Owners, and Key Individuals who want to define their strategies in Wealth Management, Asset Protection, Retirement Planning, Wealth Transfer I Estate Planning, Charitable Gifting in a tax efficient manner.
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13940 N. Dale Mabry Hwy. Phone: 813-343-0009 |
Investment Advisory Services offered through Reliance Wealth & Trust Partners LLC, a Registered Investment Advisor
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.NOT INSURED BY ANY STATE OR FEDERAL AGENCY