Tele-Wealth — Virtual Clients
Tele-Wealth: Fiduciary Wealth Management for Virtual Clients
Not every client lives around the corner — and full fiduciary wealth management should not require that you do. Tele-Wealth is our flat-fee wealth management option, delivered virtually: the same fiduciary standard, the same Financial Blueprint™ process, and the same direct access to your advisor, by video and phone from wherever you are. We serve our virtual clients in a fiduciary capacity — advice legally and ethically bound to your best interest.
Wealth Advisors Who Care offers Tele-Wealth to clients who prefer to work with their advisor virtually — whether you are across Florida, across the country, or simply prefer meeting from home. Meet by video from anywhere, or in person at the IFP office in Tampa (by appointment only), or at your home or place of business. Our approach is process before products: we build your Financial Blueprint™ first, then select investments and strategies to serve it. We are transparent and objective about fees, costs, investment selections, and strategies.
Why a Fiduciary
Objectivity. Integrity. Fiduciary.
Working virtually changes the meeting room, not the standard. A fiduciary advisor must put your interests first — a legal and ethical duty that applies to every recommendation, wherever you are located.
A Duty to You First
We serve our clients in a fiduciary capacity through IFP Advisors, LLC, a registered investment adviser. Recommendations are made for your benefit — not to sell a product.
Transparent Fees
Tele-Wealth is a flat fee, published in advance — no percentage-of-assets calculation and no surprises. We are transparent and objective about fees, costs, investment selections, and strategies, disclosed in writing before you engage.
Process Before Products
Your strategy is designed first; investments are selected to serve it — never the reverse. Your Financial Blueprint™ comes before any product discussion, in person or on screen.
The Tele-Wealth Option
Flat-fee wealth management, delivered virtually
As published on our Pricing page, Tele-Wealth is positioned for $750K–$2M households who prefer predictable pricing — full wealth management for one flat annual fee.
Tele-Wealth
Flat-Fee Wealth Management
Flat fee annually, via virtual platform. Positioned for $750K–$2M households who prefer predictable pricing.
Includes
- Full investment management
- Unlimited reviews via phone or virtual meeting
- Retirement income strategy
- Tax strategy & coordination
- Unlimited access & reviews
Prefer a different engagement? Our Services page also lists the one-time Retirement Blueprint Financial Plan and Ongoing Wealth Management. See Ways to Work With Us →
Who Tele-Wealth Fits
Built for clients who meet from anywhere
Tele-Wealth serves the same client profiles as the rest of our practice — people whose schedules, locations, or preferences make virtual meetings the natural way to work together.
Busy Executives & Professionals
Full planning and investment management without carving travel time out of a working week — reviews by video or phone, on your schedule.
- Unlimited reviews via phone or virtual meeting
- Equity compensation and concentrated-position planning
- Tax strategy & coordination
Retirees, Wherever You Land
Retirement does not always happen where the career did. Keep one fiduciary advisor and one plan, wherever home is now.
- Retirement income strategy
- Social Security claiming strategy
- Ongoing monitoring, with reviews from anywhere
Households Who Prefer Predictable Pricing
For $750K–$2M households, one flat annual fee replaces a percentage-of-assets charge — you know the cost of advice before the year begins.
- $9,500 flat fee annually — no asset-based percentage
- Full investment management included
- Unlimited access & reviews
Our Services
Four service lines, one integrated plan
Tele-Wealth clients have access to the same four service lines we offer across Tampa Bay — coordinated so decisions in one area support the others.
Financial Planning
Comprehensive planning built around your Financial Blueprint™ — retirement, income, investments, Social Security optimization, tax-efficient planning, estate & legacy, and asset protection.
Explore Financial Planning →Business Advisory Services
Through our Integrated Business Solutions Team™ — a coordinated, turn-key team aligning legal, tax, financial, retirement, and succession strategies for business owners.
Explore Business Advisory →Qualified Plan Solutions
401(k) solutions through July Business Services and AbsoluteCapital — so your workplace plan is managed as part of one personalized financial plan, not in a silo.
Explore Qualified Plans →Insurance Solutions
Life insurance, fixed & fixed indexed annuities, and long-term care planning — reviewed in a fiduciary capacity and offered through Gulf Coast Insurance Solutions.
Visit Gulf Coast Insurance Solutions →Our Process
The Financial Blueprint™ process — the same, remotely
Six steps from your complimentary Discovery Meeting to ongoing guidance and annual reviews. Every step works the same by video as it does across a desk — personalized to your goals, business commitments, and family situation.
Discovery Meeting
Schedule your complimentary Discovery Meeting — by video from anywhere, or in person at the IFP office in Tampa (by appointment only), or at your home or place of business.
Get to Know Each Other
Your goals, retirement vision, concerns, and whether we are the right fit.
Organize Your Financial Picture
Income, investments, real estate, insurance, debt, and estate considerations.
Build Your Financial Blueprint™
A comprehensive plan tailored to you. Estimated timeline: 1–2 weeks.
Review Recommendations Together
Analysis and recommendations presented clearly, so you feel confident moving forward.
Implement, Monitor & Adjust
Ongoing monitoring, periodic reviews, and complimentary Blueprint™ updates.
Wherever you are, begin with a conversation, not a commitment.
An introductory consultation is an opportunity for both of us to determine fit. Bring your questions; we will bring candor about what we can and cannot do for you. Meet by video from anywhere, or in person at the IFP office in Tampa (by appointment only), or at your home or place of business.