After a good look inside some of America's largest investment firms, we realized a lot was missing when it came to meaningful and impactful client engagement. So in 2009 Dividend Wealth Management was founded in Tampa FL as a comprehensive wealth planning firm centered on the 4 core principals we felt the industry needed most. .

Education - Education turns aspirations into achievement. "Empowering our clients w/ decades of experience and unbiased competence has been our primary focus since day one".

Transparency - We work solely for our clients. That means no proprietary products or bias. Just transparent, objective guidance             from elite industry professionals on how to meet your goals. "It will amaze you how simple and affordable comprehensive financial planning can be when you truly understand your options."

Trust - Earned through consistency, integrity and action. "We value client trust above all else and maintain the highest standards of confidentiality and privacy protection in the industry. "

Accountability - We stand behind our guidance. "As a fiduciary we remain accountable to our clients throughout the lifetime of our relationship. "

Dividend Wealth Management has grown substantially over the years but we  still pride ourselves on providing the ultimate client experience with our one on one client concierge service.