Financial Planning

Aventail Wealth Management LLC.

Aventail Wealth Management LLC.

Aventail Wealth Management is a Florida registered investment advisory firm (RIA).  RIAs are fiduciaries and therefore held to the highest level of care to do what is in the “best interest” of their clients.  The firm consists of local financial professionals that seek to understand their clients unique goals and circumstances to then find the solutions that meet those needs.

They specialize in:

  • Serving as corporate trustee
  • Holistic financial planning
  • Active money management
  • Estate settlement
  • Educating clients and the community

Aventail has chosen one of the most trusted financial custodian’s in the world, Charles Schwab.  This combination delivers the desirable protection of a major institution while simultaneously maintaining the high level of service of a local boutique financial advisory firm.  Aventail Wealth Management’s mission statement is to partner with families to help them find and maintain a lifetime of financial peace of mind.

[email protected]

Address: 353 Ave. C SW, Winter Haven, FL  33880

Phone (863) 333-1927
Guardian Trust

Guardian Trust is happy to be celebrating fifteen years of service to the families and professionals that we serve.
Having identified the need for professional, responsive and "client centered" trust administration, the Guardian Pooled Trust was established in 2002. Since then we have broadened our scope of trustee services to include individual (d)(4)(A) trusts, third-party special needs trusts, and most recently, all other types of trusts, including discretionary or spendthrift trusts.

[email protected]


Address 901 Chestnut Street, Clearwater, FL 33756
Phone 800-669-2499
Phone (727) 210-1185

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