We are a passionate team of professionals dedicated to helping our clients live and retire well. Sam Cione, with the goal to bring family oriented financial advice to the Sarasota area, founded our firm. That strong sense of community and generational planning is still at the center of our core values. We specialize in helping you protect and grow your wealth using conservative investment strategies, tax-efficient plans for distributions, life insurance, and annuities. To help you take care of every financial need, we have strategic relationships with accountants, attorneys, and other specialists to ensure that you get the right advice for your personal situation.
We believe that our values and family-first attitude are our greatest differentiators. Our clients turn to us to look after them and every generation of their family. We are committed to upholding the values of integrity, honesty, competency and stewardship while treating you with the respect and kindness you deserve.
We are also passionate about making the Sarasota area a stronger community. Our team members devote a great deal of time, talent, and money to supporting local charities and nonprofits. Sam has a strong relationship with USS Vets, a local organization that serves as an advocate for veterans. He has partnered with the organization to offer veterans the support and guidance they need to qualify for federal benefit programs and build stronger financial futures. He also works closely with the Benevolent & Protective Order of Elks to work with at-risk youth. Their programs encourage children to live a healthy lifestyle and remain drug free. Sam holds a special place in his heart for promoting Breast Cancer Awareness Month and supporting several local chapters of breast cancer causes.