Bank of Tampa Overview Page - wealth

BT Wealth Advisors

 

 

BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management. We coordinate the resources you need with your future in mind.

 

 

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Invested in your future. 

Our BT Wealth Advisors offer personal and customizable strategies geared to fit your unique needs. We work hand-in-hand to develop and implement a comprehensive financial strategy that is specific to your goals that result in pursuing your specific needs. Our dedicated team of salaried wealth advisors are proactive, and aim to protect your wealth, and more important, your future. We take the time to understand you and your objectives, and then work together to build, preserve and transition your wealth.

Our Process

As your financial partner, our success depends on your success. Your goals remain at the foundation of our wealth management process.

  • Assess

    • Define your goals

    • Evaluate your assets

  • Analyze

    • Cash Flow Analysis

    • Asset Allocation

    • Risk Tolerance

  • Articulate

    • Provide Options

    • Recommend Strategies

  • Act

    • Implement Strategies

    • Ongoing Monitoring 

Our team of experienced financial professionals ensure your goals remain the focus of our guidance and recommendations.

Our Services

  • Investment Management

  • Estate Planning Guidance

  • Education Planning

  • Insurance Services

  • Retirement Planning

  • Tax Strategies

To access your account, visit www.myaccountviewonline.com

Disclosures

The Bank of Tampa provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay The Bank of Tampa for these referrals. This creates an incentive for The Bank of Tampa to make these referrals, resulting in a conflict of interest. The Bank of Tampa is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and are also employees of The Bank of Tampa.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Florida.

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