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

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

Transparency, - We work solely for our clients. That means no proprietary products or bias.  We provide  transparent, objective  guidance from elite industry professionals to help you  meet your goals. 

Trust. -  Trust is 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 work. "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 still prides ourselves on  providing  the ultimate client  experience with our one on one concierge service.   "It will amaze you how simple comprehensive financial planning can be when you truly understand your options."