Thoughtful Wealth Management

We offer the personal service you deserve and our technology-enhanced guidance provides the total transparency you should expect. We deliver a complete picture of your financial life, investments and most important information. The result is a true 360º WealthPlan that will change the way you understand, manage, and grow your net worth. More than Money.

Compensation Programs Incorporated of Florida in Clearwater, known as Summit, is a firm that prides itself on offering a unique culture that values both employees and their families. With a focus on creating a supportive environment, Summit is dedicated to providing a workplace where individuals feel appreciated and respected. Generated from their website's infomation

Kerkering Barberio Co. is one of the largest independent certified public accounting firms in Southwest Florida, providing a comprehensive range of services to businesses, organizations, and individuals since its establishment in 1972. With locations in Sarasota, Lakewood Ranch, and Tampa, the firm prides itself on its ability to meet the diverse needs of its clients through expert consulting, auditing, tax services, and more. The firm recently welcomed several new professionals, bringing substantial experience to its team, including specialists in taxation and operations management. Kerkering Barberio is dedicated to leveraging this expertise to enhance the service it offers to clients and uphold its commitment to excellence in the accounting industry. Generated from the website