Wealth Management

  • We take the time to understand your immediate needs and future goals to guide you on a path of future comfortability and confidence.

  • What are the gaps in your coverage? We sit down and analyze your portfolio to search for places you might be vulnerable. Florida is a high-risk state with many complicated intricacies involved in insurance coverage.

    At Manasota Insurance and Wealth Management, we have experience in assisting our clients in mitigating their risks cost-efficiently. We walk you through products like Umbrella and Flood Insurance which help fill the gaps in your preexisting home and auto policies.

  • Our strength is our ability to personalize your portfolio to cover your immediate needs while preparing to meet your future goals and responsibilities.

Call us at (941) 289-3580 or schedule a time to speak with one of our team members