FLORIDA FIDUCIARY WEALTH MANAGEMENT

CONNECT

Address:

1014 South Florida Avenue
Lakeland, FL 33803-1130

Phone:

(863) 688-0900 Toll Free: (888) 483-9641

Fax/Other:

(863) 688-0373

Guardian Accounts

Florida Fiduciary Wealth Management understands the rules, duties and responsibilities Guardians are governed by. We also comprehend that as Guardian your duties are many and varied; they may include, but are not limited to, making personal, health-related, and financial decisions for your ward. We appreciate that you are responsible for protecting your ward's assets by investing it prudently, using it for their support, and account for it by filing detailed annual reports with the court.

Why not delegate the financial decision process to us? Florida Fiduciary Wealth Management is experienced in handling Guardian accounts prudently without undue risks. We review accounts on a quarterly basis and provide you with quarterly and/or semi-annual statements, with time-weighted performance, for the required Guardian annual report. We have a very good history with our Guardian accounts and are confident that they would gladly provide reference for us.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck