Punta Gorda, FL Office

Aprio Wealth Management provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, estates, charitable organizations and businesses. Its services include portfolio management, financial planning (offered as part of its Asset Management Program or under separate agreements), sub‑advisory arrangements (including options‑based strategies) and access to private investments and structured products.

The firm tailors portfolios to clients’ objectives, risk tolerance and time horizon and emphasizes asset allocation and long‑term purchasing‑power preservation, using a mix of stocks, bonds, mutual funds, ETFs and derivative strategies where appropriate. Aprio WM monitors accounts on an ongoing basis with at least annual reviews, employs specialist sub‑advisers for certain strategies, and may use margin or other tactical tools when authorized by clients, with disclosure of the associated risks.

Aprio WM is part of a broader Aprio group that includes a CPA firm (Aprio, LLP) and a third‑party administrator/benefit consulting affiliate (Aprio Benefit Advisors), and it serves as a 3(21) advisor with approximately $1.57 billion in assets under advisement for retirement plans — an arrangement that is less common among multi‑team firms. Those affiliations support integrated tax, accounting and plan‑administration referrals but also create potential conflicts (for example, referral compensation and restricted‑issuer policies) that the firm discloses and addresses through its code of ethics and other policies.