About Us

At Treasure Coast Wealth, we are dedicated to serving as your trusted partner throughout your financial and retirement journey. We firmly believe that expert financial guidance should be accessible to all, and our mission is to empower individuals to achieve their financial aspirations.

Our Commitment to Your Financial Well-being

We recognize the unique nature of each client's financial situation, and our services are meticulously tailored to meet your specific requirements. Our approach includes:

• Fiduciary Standard: We consistently adhere to a fiduciary standard, ensuring that all recommendations are solely in your best interest and aligned with your financial well-being.

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• Comprehensive Financial Planning: From the outset of our partnership, we develop a customized financial plan designed to help you achieve both short-term and long-term objectives. We emphasize ongoing collaboration through regular meetings to adapt your plan as your needs evolve.

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• Flexible Investment Solutions: Our investment offerings are diverse, including strategically utilize high-quality Exchange Traded Funds (ETFs), Mutual Funds, and individual Securities to construct diversified portfolios that align with your risk tolerance and financial goals.

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• Accessible Services: To ensure broad access to quality financial advice, we offer reduced minimum account sizes, accommodating a wider range of clients.

Supporting Our Communities

We maintain a strong connection with Florida school districts, providing comprehensive participant retirement plans that assist educators and staff in securing their financial futures. Additionally, we offer robust small business retirement plans, including 401(k)s, Simple IRAs, and other tailored solutions, enabling local businesses to provide valuable benefits to their employees.

Holistic Financial Services

Beyond investment management, our services encompass vital components of financial security, such as Life Insurance and Supplemental Medicare Plans, providing you with a comprehensive approach to financial stability.

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We invite you to connect with us today to explore how we can assist you in building a more secure and prosperous financial future.