Financial Consultants near Longboat Key

“Top notch advisors who care about you personally and surpass expectations. We highly recommend this firm.“

“Michael has been my advisor for over a decade now. He is extremely honest and wicked smart. He has invested my money in a way that has grown and given me valuable advice to make sure I live a comfortable retirement. I could not recommend him enough. Over the years I consider him and Heather to be a part of my circle and I feel like the day we met was a blessing.“

“My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast in handling all the details of getting information and transactions performed for us.
The planning tool that is made available through the customer portal is easy to use and can be updated with any changes to our financial resources. It was very helpful when we were making timing decisions on retiring, since we could change spending patterns and see what the effect would be on our long term outlook.
We look forward to working with Tom, Andrew, and the rest of WEG for many years to come.“

“Very friendly and upfront demeanor. Thorough knowledge of market trends and investment options.“

“Love the parking lot. Allows me to take pictures of my dog who also loves the parking lot! It’s very spacious and is never full!“

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“Mr Elliot was amazing. He answered all my questions and always got back to me in a timely manner . I would highly recommend !!“

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