We are wealth managers and we help financially successful people navigate the challenging
financial markets so that they can benefit from their endeavors and enjoy their time in
retirement. We are a full service organization, from wealth management and tax reduction
strategies to asset protect and estate transition planning. We do not measure our level of
services against other financial firms- that just wouldn't be good enough. We strive to lead our
industry in excellence.
As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||RIA|
|Name of Custodial Firm:||TD Ameritrade & Fidelity|
|Number of Years with Current Firm:||15|
|Firm's Number of Clients:||1300|
|Firm's Number of Planning Clients:||1300|
|Firm's Number of Managed Clients:||1300|
|Assets Managed by Firm:||$553,334,360|
|Assets Managed by Advisor:||$553,334,360|
Investment Advisory Services offered through Harwood Advisory Group. Insurance products and services are offered through the Harwood Insurance Group. Harwood Advisory Group and Harwood Insurance Group do business collectively as Harwood Financial Group, DBA.
I want to take a moment to introduce you to my family; my wife Ana, and our children Sofia and Adam. Like all of my clients, family is also my most valued asset. My personal and professional choices reflect not only the values I had growing up, but also my discipline as a pilot and officer in the United States Air Force, my dedication as a father and husband, and my devotion as a trusted financial professional.
I care about the process of helping people achieve success, the significance of their desired life and financial outcomes, and the life-altering consequences of not protecting against risk.
As a pilot and officer in the USAF, I learned many lessons that I now apply to my personal and professional life. The military stresses a value system that puts family, country, and others before self. It teaches people to lead, not just to follow. These are all great lessons that I continue to respect and follow.
|Mon.||9:00 AM - 5:30 PM|
|Tue.||9:00 AM - 5:30 PM|
|Wed.||9:00 AM - 5:30 PM|
|Thu.||9:00 AM - 5:30 PM|
|Fri.||9:00 AM - 5:30 PM|
|Apollo Beach||Belleair Beach|
|Clearwater Beach||Crystal Beach|
|Indian Rocks Beach||Land O Lakes|
|Lutz||New Port Richey|
|Pinellas Park||Plant City|
|Safety Harbor||Saint Petersburg|
|Sun City Center||Tampa|