Tampa, FL Office

WealthPLAN Partners provides investment management, ongoing financial planning, and retirement-plan consulting to a mix of individual and institutional clients, including high-net-worth individuals and plan sponsors. Services include discretionary portfolio management, variable annuity management, financial planning engagements, and administration of Institutional Intelligent Portfolios® strategies.

The firm’s investment philosophy emphasizes “Strategy Diversification,” seeking to combine mutual funds, ETFs, individual securities and alternative strategies (including managed futures and private placements) to address return drivers and correlation across holdings. Advisory representatives employ a decentralized model in which they tailor portfolios to client objectives and risk tolerance, may use third‑party sub‑advisers or automated model portfolios, and monitor accounts on an ongoing basis.

Several operational and affiliation features distinguish the firm from many peers: certain indirect owners operate an affiliated registered investment adviser (WealthPLAN Investment Management) and the firm refers retirement-plan clients to that affiliate; many representatives are also registered representatives of Osaic Wealth and licensed insurance agents, and some are Certified Public Accountants offering separate tax or accounting services. WealthPLAN also uses technologies and arrangements that are less common — including the Pontera held‑away account service, use of Institutional Intelligent Portfolios®, and the ability to employ options and margin in managed accounts — and discloses and manages the resulting conflicts of interest.