Tampa, FL Office

Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans and corporations, offering wealth management, financial planning, retirement-plan consulting, and both discretionary and limited non‑discretionary portfolio management. The firm manages approximately $1.5 billion in discretionary assets and also advises institutional clients and retirement plans, while recommending third‑party managers when appropriate.

The firm’s investment process combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and avoid duplicate holdings across accounts. Kintra integrates planning and investment workstreams — from legacy‑security transitions and mutual‑fund share‑class conversions to the use of SMAs, active and passive strategies, and occasional margin only for higher‑risk clients.

Kintra’s structure and service mix include several features less common among peers: a dedicated business exit planning practice (KintraExits) for privately held business owners, an institutional brand that collaborates with Investment Research Partners, and an affiliated sub‑adviser (Kintra Investments, LLC) that provides sub‑advisory services to the MC Trio Buffered ETF. The firm also maintains relationships with third‑party broker/dealers (including certain Advisory Persons who are registered representatives of Mutual Securities, Inc.) and provides consulting to MSI brokerage customers, and it offers multiple fee arrangements (including blended subscription+AUM options) and insurance transactions through an affiliated insurance entity — each of which the brochure discloses as potential conflicts to be managed.