Tampa, FL Office
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WT Wealth Management, LLC
Team
Firm-wide stats for WT Wealth Management, LLC
About
WT Wealth Management is a multi-advisor wealth management firm that manages approximately $419 million for about 1,133 clients and 13 advisors. The firm provides discretionary portfolio management, financial planning (standalone or ongoing), and wealth‑education services to individuals, high‑net‑worth households, pension and profit‑sharing plans, charitable organizations, and other businesses.
Investment advice is delivered primarily through proprietary, model‑based strategies, including Culturally Significant Equities, quantitative ETF‑driven models, and Target Risk multi‑asset models, with portfolios rebalanced at least quarterly and implemented across ETFs, mutual funds, individual equities, and fixed income. The firm also offers specialized strategies such as an Enhanced Cash Management cash‑alternative, a NextGen individual‑equity sleeve for emerging‑theme exposure, and optional values‑based screening (“Woke Mitigation”).
Noteworthy features that distinguish the firm from many peers include formal affiliations with an accounting affiliate (WT Tax Accounting) and an affiliated law practice (WesternTrust Law) that can provide tax preparation and estate‑planning services, and a licensed insurance agency offering life, annuity, and long‑term care products. The firm publishes regular “Learning Spotlights” and conducts seminars and workshops, and it works with retirement plan participant and municipal clients using platforms such as Envestnet and Pontera to manage held‑away or plan accounts.
Based on WT Wealth Management, LLC
Location
Tampa FL
Advisors at this office
2
Advisors at this office
Eileen P
Series 63, Series 65
Tampa, FL
WT Wealth Management, LLC
Eileen Proud is a financial advisor at WT Wealth Management, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at True Financial Wealth Management Firm, LLC since 2006. She is also a member, owner, and president of True Financial Wealth Management Firm, LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and low volatility, and offers affiliated professional services including tax, legal, and insurance solutions.
Robert R
Series 63, Series 66
Tampa, FL
WT Wealth Management, LLC
Robert Redwanc is a financial advisor with WT Wealth Management, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at WT Wealth Management since 2015 and previously held positions at True Financial Wealth Management Firm, LLC and Girard Securities, Inc. Redwanc is a member and vice president of True Financial Wealth Management Firm, LLC. WT Wealth Management is a multi-advisor firm serving individuals, high-net-worth households, pension plans, charitable organizations, and businesses. The firm uses proprietary, model-based strategies across various asset classes and offers specialized approaches including values-based screening and enhanced cash management, supported by affiliated accounting, legal, and insurance services.
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