Reliance Wealth & Trust Partners is a privately-held investment and wealth management firm located in Tampa, Florida. We are an independent SEC- registered investment adviser committed to helping clients pursue their financial goals.  We specialize in providing customized wealth management solutions to individuals who understand the impact that professional financial planning may have on their future. As our client's holistic advisor, we are entrusted to navigate them through diverse and often complicated financial matters. Acting as the steward of our client's assets requires a deep understanding of their goals and the purpose for their wealth. We accomplish this through an unbiased approach in consultation with your tax and legal counsel. We fully integrate wealth management strategies, such as tax, trust and estate planning and family governance, in order to ensure that all of a client's goals are achieved effectively. Starting with an assessment of your current situation, we work with you to establish your investment and financial goals. Then we construct a plan to help you achieve your objectives in conjunction with other professionals.

PLANNING AND INVESTMENT PHILOSOPHY

We use financial planning as a tool to help our clients set and achieve their goals. Similar to an outstanding family physician, we help diagnose and solve immediate issues in your financial life by listening and learning about your situation and what is most important to you. We work with specialists in tax, estate, and pension planning to construct and implement a coordinated strategy. Once the immediate issues are addressed, we prepare comprehensive financial statements and long-term financial plans. We carefully listen to your experiences, preferences and time horizon and design a portfolio to achieve your goals. Essentially, we help you determine where you are today and how you will reach your goals for tomorrow.

 

We work with individuals and families who appreciate and value advice. We want clients who are motivated to build financial plans and who are ready to work to achieve their goals. In terms of the services we provide, Reliance has two types of clients; those who need and qualify for comprehensive planning and investment management, and those who qualify or prefer investment management only. Our comprehensive planning and investment management services are best suited for those with over $500,000 of manageable assets and/or income of $250,000 and over.

 

Please contact us if you have any questions about our firm or the services we provide.