# Payant Wealth Management Group

Payant Wealth Management Group is a Bank / Wealth / Trust based in Sun City Center, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sun City Center, United States
- **Region:** North America
- **Address:** 1653 Sun City Center Plaza, Sun City Center, FL 33573, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** payantwealthmanagementgroup.com
- **LinkedIn:** https://www.linkedin.com/company/payant-wealth-management-group

## Regulatory record

- **Reports private funds:** No

## About

Payant Wealth Management Group launched in 1998 and is deeply embedded in Florida's retirement corridor, serving clients from offices in Sun City Center and Sarasota. The firm's public materials reference a half-century of collective advisory experience, although named principals are not disclosed. As an Osaic-affiliated practice, it benefits from the expanded technology, compliance, and product shelf of a large network while maintaining a local, relationship-driven model. The practice combines investment management, retirement planning, tax strategy, and estate and trust planning. Its services target individuals, high-net-worth families, trusts, and corporations — with a particular focus on the transition into retirement. The firm promotes data-driven investing strategies and long-term coordination across financial life stages, from debt management and education funding to legacy planning. The website frames its approach around net-worth development, lifestyle mapping, and tax-efficient portfolio construction. As a single-office wealth management practice with a satellite by-appointment location, Payant has no publicly disclosed AUM, team size, or adjacent vehicles. The firm has not announced new hires, office expansions, or structural changes in the past 24 months. Its public presence consists solely of the Osaic-branded website and contact information for its Sun City Center headquarters. Its structural differentiator lies in the tension between independence and consolidation. The firm retains a small-town, retirement-community identity while plugged into Osaic's national platform. That hybrid posture lets it access institutional-grade resources without surrendering the personal brand that defines its Sun City Center client relationships.

## Sectors

- Wealth Management

## Offices

- Sarasota, FL, United States (by appointment)

## Questions

### Who runs investment decisions at Payant Wealth Management Group?

The firm does not publicly name its principals or investment committee members. Client-facing materials refer to a team with 50 years of collective advisory experience, but individual decision-makers and their credentials are not disclosed on the website or in the Altss research record.

### What is Payant's relationship with Osaic?

Payant Wealth Management Group is an advisory practice operating under the Osaic network, one of the largest independent broker-dealer and RIA consolidators in the US. This affiliation provides Payant with back-office support, technology, compliance infrastructure, and access to Osaic's product platform while the firm maintains its own brand and client relationships in Sun City Center and Sarasota.

## Related profiles

- [Pax Momentum](https://altss.com/profile/pax-momentum)
- [Payne Capital Management](https://altss.com/profile/payne-capital-management)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/payant-wealth-management-group

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