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Wealth Planning and Design
Wealth Planning and Design is a Sarasota-based wealth management firm serving Gulf Coast high-net-worth families with financial planning and asset management.
Wealth Planning and Design
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General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Sarasota, FL, United States
Frequently asked questions
What type of clients does Wealth Planning and Design typically serve?
The firm focuses on individual households, many of whom are seasonal or full-time residents of Florida's Gulf Coast. Its client base tends to include retirees, business owners, and professionals who have relocated for state tax advantages. The firm does not market itself as a multi-family office or institutional manager. Its service model is centered on comprehensive financial planning rather than speculative asset gathering.
Where does the firm custody client assets?
Independent RIAs of Wealth Planning and Design's profile nearly always custody client assets at a third-party custodian such as Charles Schwab, Fidelity, or Pershing. This separation of custody and advice is a core investor protection; the firm directs trades and withdraws fees via limited power of attorney but does not physically hold the assets. The specific custodian is listed in the firm's regulatory filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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