Wealth Management in St. Lucie County, FL

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List of Firms

St. Lucie County, FL Wealth Management Firms

Kps Wealth Management, Llc
SEC File# 801-111055
CRD# 158043
Location Port St. Lucie, FL 34952, USA
Directions
The McGovern Wealth Management Group
Location 789 SW Federal Hwy Suite 102, Stuart, FL 34994, USA
Phone (772) 403-0842
Language https://us.rbcwealthmanagement.com/mcgoverngroup?utm_source=GMB&utm_medium=Yext
Directions
Cummings Wealth Management
Location 759 SW Federal Hwy #212, Stuart, FL 34994, USA
Phone (772) 222-0010
Language http://www.cummingswealth.net/
Directions
HBKS Wealth Advisors
SEC File# 801-60424
CRD# 112139
Location 1000 SE Monterey Commons Blvd STE 101, Stuart, FL 34996, USA
Phone (772) 287-4110
Language https://hbkswealth.com/?utm_medium=yext&utm_source=gmb
Directions
Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 301 SW Albany Ave, Stuart, FL 34994, USA
Phone (772) 286-4841
Language https://www.ameripriseadvisors.com/jeffrey.r.christopher/?cid=IP_local_google
Directions
Carr, Riggs & Ingram CPAs and Advisors
5 out of 5
Location 540 NW University Blvd STE 101, Port St. Lucie, FL 34986, USA
Phone (772) 879-1151
Language http://www.cricpa.com/
Directions
Elevation Healthcare & Financial Consulting Firm
Location 9700 Reserve Blvd, Port St. Lucie, FL 34986, USA
Phone (772) 418-0327
Language https://www.elevationhfc.com/
Directions
Mark Valinote - Thrivent
5 out of 5
Location 1860 SW Fountainview Blvd Ste 100, Port St. Lucie, FL 34986, USA
Phone (772) 236-0063
Language https://connect.thrivent.com/mark-valinote?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzcxNTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Fogel Capital Management Inc - Investment Advisor
5 out of 5
Location 453 SE Riverside Dr, Stuart, FL 34994, USA
Phone (772) 223-9686
Language http://fogelcapital.com/
Directions
Anderson Wealth Management
SEC File# 801-61208
CRD# 118910
Location 1515 Indian River Blvd, Vero Beach, FL 32960, USA
Phone (772) 978-0404
Language http://www.andersonwm.com/
Directions
Fortress Wealth Management Llc
Location 4782 SW Bimini Cir N, Palm City, FL 34990, USA
Phone (772) 223-8118
Directions
The Terrio Group
SEC File# 801-108653
CRD# 285560
5 out of 5
Location 542 NW University Blvd # 102, Port St. Lucie, FL 34986, USA
Phone (772) 807-4628
Language http://www.theterriogroup.com/
Time Monday: 8:15 AM – 4:30 PM Tuesday: 8:15 AM – 4:30 PM Wednesday: 8:15 AM – 4:30 PM Thursday: 8:15 AM – 4:30 PM Friday: 8:15 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Luongo Wealth Management
Location 2211 NW Federal Hwy, Stuart, FL 34994, USA
Phone (732) 332-0251
Language http://luongowealthmanagement.com/
Directions
Stuart Financial Insurance and Investments
5 out of 5
Location 1801 S Kanner Hwy, Stuart, FL 34994, USA
Phone (772) 463-4441
Language http://www.stuartfinancial.com/
Directions
Wealth Management in St. Lucie County, FL

Where Wealth Management Advisors in St. Lucie County, FL Serve

St. Lucie County, located on Florida's east coast, is a vibrant and diverse community with a rich history and numerous landmarks. One such landmark is the Fort Pierce Inlet State Park, which boasts stunning views of the Atlantic Ocean and is a popular spot for fishing and surfing. Another notable attraction is the St. Lucie County Aquarium, where visitors can observe a variety of marine life up close and personal. When it comes to top employers, St. Lucie County has a diverse mix of industries, including healthcare, education, and manufacturing. Some of the largest employers in the area include Lawnwood Regional Medical Center, Indian River State College, and Tropicana Products. Major highways and streets in St. Lucie County include Interstate 95, Florida's Turnpike, and US Highway 1. These roads provide easy access to nearby cities like Miami, Orlando, and Jacksonville, as well as other popular destinations in Florida. As for neighborhoods, St.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of St. Lucie County, FL can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals and businesses, especially during tough economic times. This is particularly important in St. Lucie County, FL, which is known for its vibrant tourism industry that has been adversely affected by the COVID-19 pandemic. Secondly, a bank can offer investment opportunities to residents, which can help them grow their wealth and secure their financial future. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their finances. This is especially important in St. Lucie County, FL, which has a diverse population with varying levels of financial literacy. Lastly, a bank can offer loans to residents, which can be used for various purposes such as purchasing a home or starting a business. Overall, a bank can play a crucial role in helping residents of St. Lucie County, FL achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of St. Lucie County, FL could benefit greatly from the services of an insurance broker. With the county's proximity to the coast, residents may require specialized coverage for flood and hurricane damage. An insurance broker can help navigate the complexities of these policies and ensure that residents have adequate coverage for potential natural disasters. Additionally, St. Lucie County has a high population of retirees, who may require unique health insurance options. An insurance broker can assist with finding the best Medicare supplement plans and prescription drug coverage for these residents. Overall, an insurance broker can provide invaluable assistance to residents of St. Lucie County, ensuring that they have the necessary coverage to protect themselves and their assets.

Retirement Planning

Residents of St. Lucie County, FL could benefit greatly from the services of a retirement planner. With a population of over 300,000, this county is home to a diverse group of individuals with unique financial needs. A retirement planner can help residents navigate the complexities of retirement planning, such as understanding the tax implications of different investment options and developing a comprehensive plan for long-term financial security. In addition, St. Lucie County is known for its beautiful beaches and outdoor activities, which can lead to higher healthcare costs as residents age. A retirement planner can help residents prepare for these expenses and ensure they have the necessary resources to maintain their quality of life. By working with a retirement planner, residents of St. Lucie County can feel confident in their financial future and enjoy the many benefits this vibrant community has to offer.

Financial Advisor

Residents of St. Lucie County, FL can benefit from a financial advisor in various ways. Firstly, a financial advisor can help individuals in St. Lucie County to manage their finances effectively by creating a budget that takes into account the high cost of living in the county. Additionally, a financial advisor can help residents of St. Lucie County to plan for their retirement by providing them with advice on how to invest their money in a way that maximizes their returns. Furthermore, a financial advisor can help residents of St. Lucie County to navigate the complex tax laws in the state of Florida, ensuring that they are not overpaying on their taxes. Finally, a financial advisor can help individuals in St. Lucie County to plan for unexpected events such as hurricanes, which are common in the area, by creating an emergency fund and ensuring that they have adequate insurance coverage.

Mortgage Loan Officer

Residents of St. Lucie County, FL can be helped by a mortgage loan officer in a myriad of ways. For instance, a mortgage loan officer can assist residents in finding the best mortgage options that are tailored to their financial situation. In St. Lucie County, FL, where the median home value is $221,900, a mortgage loan officer can help residents secure a mortgage that is affordable and in line with their budget. Additionally, a mortgage loan officer can help residents navigate the complicated process of applying for a mortgage, which can be especially daunting for first-time homebuyers. Moreover, a mortgage loan officer can help residents understand the various types of mortgages available to them, including FHA, VA, and conventional loans, and assist them in choosing the one that best suits their needs. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of St. Lucie County, FL, helping them achieve their dream of homeownership.

Tax Services

Residents of St. Lucie County, FL can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws and regulations that apply to the county's booming real estate market. With property values on the rise and new developments popping up all over the area, many residents are finding themselves in need of guidance on how to best manage their real estate assets from a tax perspective. A skilled tax advisor can help residents understand the tax implications of buying, selling, or renting property in St. Lucie County, as well as provide guidance on how to structure their investments in a way that minimizes tax liability and maximizes returns. Additionally, a tax advisor can help residents stay up-to-date on the latest changes to tax laws and regulations, ensuring that they are always in compliance and making the most of available tax breaks and deductions.

Estate Planning Lawyer

Residents of St. Lucie County, FL can benefit from the expertise of an estate planning lawyer in a multitude of ways. With its growing population and increasing number of retirees, the county is in need of legal professionals who can assist with the complex process of estate planning. A lawyer can help residents create wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can provide guidance on how to minimize tax liabilities and protect assets from creditors. In a county where real estate is a significant asset for many residents, a lawyer can also advise on how to transfer ownership of property and navigate the probate process. Overall, the knowledge and experience of an estate planning lawyer can provide peace of mind and security to residents of St. Lucie County, FL.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in St. Lucie County, FL can provide a plethora of wealth management services to their clients. From investment management to retirement planning, a wealth manager can help clients achieve their financial goals. Specifically, in St. Lucie County, FL, a wealth manager can provide unique insights into the local real estate market. With its proximity to the ocean and abundance of natural resources, St. Lucie County has become a desirable location for both vacation homes and permanent residences. A skilled wealth manager can guide clients through the complexities of investing in local real estate, helping them make informed decisions that align with their overall financial strategy. Additionally, a wealth manager in St. Lucie County can provide specialized tax planning services, helping clients navigate the complex tax laws of both the state of Florida and the federal government. With their expertise and experience, a wealth manager in St. Lucie County can help clients achieve financial success and security.

St. Lucie County, FL is the perfect place to find a wealth manager due to its thriving economy and diverse investment opportunities. With a population of over 300,000, St. Lucie County boasts a strong job market and a low unemployment rate, making it an ideal location for investment and growth. The county is also home to a variety of industries, including healthcare, education, and technology, providing a wide range of investment options for wealth managers to explore. Additionally, the region's proximity to major metropolitan areas such as Miami and Orlando offers access to a vast network of resources and investment opportunities. With its robust economy and diverse investment landscape, St. Lucie County is undoubtedly the best place to find a wealth manager who can help you grow and protect your assets.