Sarasota, FL Office

Means Wealth Management provides advisory services to individuals, high‑net‑worth clients, trusts, estates, non‑profit organizations, corporations and other business entities, and it also serves as investment professional to qualified employer retirement plans and an investment club. Its services include discretionary and non‑discretionary portfolio management, integrated financial planning for ongoing clients, limited standalone financial planning, and exit planning for business owners.

The firm implements model portfolios using both active and passive strategies and customizes allocations based on client demographics, objectives, and risk tolerance, and it may engage third‑party sub‑advisers for all or a portion of client assets. For eligible clients the firm can implement more complex strategies — including options and the use of margin — and provides ongoing monitoring with quarterly reporting and electronic account access through its reporting platform and designated custodians.

Distinctive features include ongoing advisory relationships with a pooled vehicle (an investment club) and the disclosure that one or more supervised persons participate in private real estate investment vehicles in which clients may also be invested, subject to compliance review and disclosure. The firm also provides project‑based exit planning that can result in post‑liquidity asset management and automates filing of class‑action recoveries for clients through a third‑party service that retains a portion of any recovery.