Wealth Management

No "One Size Fits All"

We provide independent, fee-based investment management and long-term planning because we recognize that some investors need growth while others want conservation of wealth. Since there is no such thing as 'one size fits all,' we create a unique and customized plan for each client based on goals, time, and tolerance for market ups and downs.

Your specific financial goals and vision.
The length of time before reaching your goals.
Your personal risk tolerance and appetite for volatility.

Secure Assets: Charles Schwab Instit., a division of Charles Schwab & Co.

Your funds are held independently, not by us.

Clients are comfortable knowing all accounts are held at Charles Schwab Institution. This partnership ensures you have access to:

  • World class research
  • Industry-leading account protection protocols
  • 24/7 visibility through your personal portal

Ready for a Written Game Plan?

Let us create a custom investment plan.

(941) 483-3600 Schedule Your Consultation

Important Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ferris Wheel Finance, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Ferris Wheel Finance, Inc., a Registered Investment Advisor in the State of Florida. Ferris Wheel Finance, Inc., is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.