Allegiant Private Advisors - Customized Wealth Management

240 South Pineapple Avenue, Suite 200 Sarasota, Florida 34236

Customized solutions. Broad perspective.

Allegiant manages assets conservatively on a fee-based fiduciary basis. There are no sales or commissions on our managed investment accounts. Our research is proprietary. Client interests always come first, and our legendary commitment to superior customer service is the bedrock of everything we do.

Features

View reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers. Read More

Monthly Insights: The Fed Cut, Now What?

As was widely expected, the Federal Reserve reduced the Federal Funds Interest Rate by 0.25% on July 31. Citing slowing global growth, weakening business investment, declining exports and a soft housing market, the Fed is trying to maneuver the economy through an economic soft patch. Read More

Wealth Map

Financial Planning

The freedom to pursue happiness is really at the heart of every Allegiant financial plan. To help you attain this goal, Allegiant takes a holistic, fee-based, advisory approach to your financial security. We routinely guide you through key areas of financial planning (e.g., cash flow, retirement planning, tax planning, estate planning, education-cost planning, liability exposure, and insurance coverage) with the knowledge that your financial plan will always be a work in progress. At Allegiant, we understand that as your life progresses and changes, your ideas about happiness and security will change too.

Investments

Allegiant’s customized approach to wealth management means that your investment strategy is tailored to your unique needs. Allegiant manages assets conservatively on a fee-based, fiduciary basis and consistently researches and rigorously examines best-of-breed, low-cost solutions. This means that our planners do not receive commissions or offer proprietary products; instead, your interests will always come first, and you can rest assured that your customized, detailed investor profile and bespoke investment policy statement will be entirely shaped by your unique needs, goals, and financial priorities.

Retirement

Prudent retirement planning involves constant vigilance, ongoing monitoring, and a customized strategy to optimize your assets and convert those assets into reliable and consistent income streams when you retire. At Allegiant, we utilize Monte Carlo analysis to determine the most likely path to future success (via the balancing of risk tolerance, investment objectives, and income requirements before and during retirement). Above all else, we want to ensure that money will enhance and improve the quality of your life – for life.

Estate Planning

Allegiant can oversee the development, implementation, and ongoing management of your estate planning in partnership with your total advisory team (e.g., your tax accountant and attorney). Together, we can help you minimize estate taxes, keep family assets private (by avoiding probate), prepare a surviving spouse to manage the estate during his or her lifetime, protect assets during periods of incapacitation, and manage charitable interests.

Preparing Your Heirs

"Shirtsleeves to shirtsleeves in three generations" isn't just an expression; it's an unfortunate reality for many American families. Research has shown that two-thirds of inheriting generations will squander the family wealth—while living less than full and happy lives. Allegiant provides our clients with the knowledge and communication skills necessary to prepare younger generations to inherit and manage assets, pursue their own happiness, and feel appreciative—not entitled. At Allegiant, we understand that education is a key part of any long-term financial strategy.

Risk Management

Allegiant understands that the protection of your assets is just as important to you as the careful management of them. We will assess your exposure to potential liabilities and then develop, implement, and monitor a portfolio of insurance products to mitigate your risks. We offer life and long-term care solutions (via independent insurance broker-dealers) and can advise you on and assist you with any independent purchases of disability, health, and property/casualty insurance. Read more

Education Planning

Everyone is aware that college expenses are growing much faster than the rate of inflation; however, we can help navigate the complex challenges involved in ensuring the next generation's educational future. We will analyze your desire and ability to fund your child's (or grandchild's) college education and help you to develop a tax-advantaged plan to reach all of your family’s financial goals. Trust Allegiant to help you make informed decisions about your educational expense planning.

Tax Planning

Allegiant will work closely with your tax accountant to optimize your total financial strategy. We manage your invested assets in a way that helps minimize your tax burden, maximize your wealth, and optimize your tax-deferral strategies.

Divorce

Allegiant understands that the process of divorcing a spouse is often lengthy, expensive, and stressful. We have Certified Financial Planners® and a Certified Divorce Financial Analyst™ on staff to explain the financial repercussions of a divorce. We can provide you with the basic financial management skills necessary to feel empowered, build a successful financial strategy, and succeed in your life as a single person. During this very difficult time, Allegiant will act as your most trusted advisor and be with you every step of the way.