Is All Seasons Wealth A Legit Business?
All Seasons Wealth
It is only reasonable for you to ask this question. This shows you are an intelligent investor and care about who and where your hard-earned money goes. According to a recent 2021 survey conducted by The Harris Polls for NorthWestern Mutuals Planning & Progress study, 26% of Americans say their most trusted source for financial advice is a financial advisor. This is up from 22% reported in a similar survey in 2020. All Seasons Wealth What is All Seasons Wealth? All Seasons Wealth is an asset management and financial planning service company headquartered at 100 North Tampa St., Suite 3750 in Tampa, FL, with branches in Seminole, FL, Belleair Bluffs, FL, Fort Lauderdale, FL, Tulsa, OK, and Williamsport, PA. They provide financial services in asset management, financial planning, estate planning, retirement planning, charitable giving, and executive solutions. The firm is not a registered broker or dealer, but it offers securities to its clients through its partnership with Raymond James Financial Services Inc., a reputed investment bank also based in Florida with headquarters in St. Petersburg. Raymond James is a registered member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC), both non-profit and non-governmental regulatory bodies. Raymond James ranked #356 on the Fortune 500 in 2022 on a steady growth path from its position on the same ranking in 2018, where it was at #431. All Seasons Wealth also offers investment advisory services through Raymond James Financial Services Advisors Inc. The Team Of Professionals You Will Find At All Seasons Wealth All Seasons Wealth has a team of certified finance professionals and experts that work in tandem to help their clients achieve their financial objectives. The President and CEO of All Seasons Wealth, Jeff Hausinger, is a Certified Financial Planner (CFP) and member of the Chartered Institute of Management Accountants (CIMA), with over 23 years of experience in the financial services industry. He was named on Forbes 2022 list of Best In-State Wealth Advisors and ranked #63 on Barron’s 2021 ranking of America’s top 1200 financial advisors. A ranking that takes account of factors such as assets under management, revenue generated for the firm, regulatory records, quality of practice, and philanthropic works. The Director of National Sales, Matthew Coffey, is also a Certified Financial Planner. He earned his MBA from the University of Tampa, FL, and a BS in Economics from Florida State University. He oversees the development of new client relations and monitors clients’ financial objectives to ensure they are on track. He is also responsible for trading securities and managing clients’ portfolios at the firm. He is a member of the Financial Planning Association. The team of Certified Financial Advisors at All Seasons Wealth includes: Jason Dimeo, who has been a part of the advisory team at All Seasons Wealth for over ten years after working at Goldman Sachs, Merrill Lynch, and PriceWaterhouseCoopers. Sanjiv Saste, a Certified Financial Advisor (CFA) who earned his degree in Electrical Engineering and Computer Science from the University of California, Berkeley. Dustin Henderson, a Chartered Financial Analyst (CFA) who graduated Cum Laude from The Citadel with a Bachelor of Science degree in Business Administration and Accounting. Bryce Alley, a graduate of International & Corporate Law from the University of Florida and also holds a Bachelor of Arts degree in Anthropology. She has a wealth of experience in advisory roles after working in respected financial institutions such as Raymond James and UBS Financial Services. Going through the About page of the company’s website on allwealth.com, you’ll find other seasoned professionals who are experts in their fields of customer client relations, marketing, and financial consultancy. Financial Services Offered by All Seasons Wealth Being an asset management and financial planning service company, All Seasons Wealth offers financial services to clients in several designations. This includes asset management, financial planning, estate planning, and charitable giving, retirement planning, and executive solutions. Asset Management All Seasons Wealth spotlights the significance of building portfolios for clients in-house to create personalized strategies for each client. Their wealth of experience in financial advisory roles allows them to leverage the resources of their investment partners, Raymond James, and other asset management companies they work with to build a versatile portfolio personalized to each client’s short-term and long-term financial goals. Being a practice independent of any investment obligations to brokers allows them the flexibility to invest client funds in only well-vetted and qualified asset managers. Financial Planning Financial planning services provided by All Seasons Wealth emphasize client relationships above all else. The guiding philosophy behind their financial advisory practices encourages clients to prioritize long-term investing and gradually expand their portfolios. By being aware of the ever-changing needs of clients, they are able to remain alert to the financial markets and its developing complexities. Estate Planning and Charitable Givings Clients who wish to plan for the distribution of their wealth after their demise have a firm they can rely on in All Seasons Wealth. Estate planning and charitable giving go hand in hand, as both address wealth and asset distribution. Retirement Planning All Seasons Wealth uses the experience tools, and resources at its disposal to help retirees and soon to be with retirees in analyzing their financial options and mitigating any risk of loss that may come from stock concentration or tax billing on retirement accounts. Executive Solutions All Seasons Wealth recognizes that business executives often have different sets of wants and needs regarding their investment and retirement options sue they help create financial strategies to address these worries specifically. |