Alternative Investments
Expand Your Portfolio With Access and Insight
We help you evaluate and incorporate alternative and sophisticated investments—such as private equity, real estate, and DSTs—into your strategy, with a focus on managing risk, opportunity, and long-term goals.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Family Governance Planning
Create Structure to Uphold Family Unity and Legacy
Generational success requires more than financial capital—it requires clarity and alignment. We work with families across Sarasota, Central Florida, and the US to establish governance frameworks, define roles, and foster meaningful collaboration across generations.
Family Philanthropic Planning
Give Purposefully and Strategically
Whether you’re launching a family foundation or exploring donor-advised funds, we help you build a giving strategy that aligns with your values, engages the next generation, and supports tax efficiency.
Estate and Wealth Strategy
Protect What You've Built and Who You’ve Built It For
You need a plan to help your family navigate wealth transfers with clarity and purpose. By coordinating with your attorney and tax team, we design strategies that preserve your values and minimize taxes and complexity for your heirs.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Asset Management
Keep Your Wealth Working for You
You worked hard to build your wealth and a life you love. We manage your portfolio with care, discipline, and hands-on attention—tailored to your family’s needs, risk profile, and long-term goals. With a presence in Sarasota, we offer Florida-based wealth management that adapts as your life evolves.