GAC Wealth Management: Your Financial Professionals in Florida.
Build a Financial Plan Designed for Your Future.GAC Wealth Management is the financial planning and investment advisory division of FEI & GAC Wealth Management, serving individuals, families, educators, and business owners throughout Tampa Bay, across Florida, and the United States.
Our team of registered professionals provides comprehensive financial planning services including retirement planning, investment portfolio management, Social Security optimization, income planning, and estate planning guidance. We offer free educational workshops for Florida residents to help demystify retirement and financial planning. GAC Wealth Management works in coordination with Lincoln Investment, registered investment adviser and member of FINRA/SIPC.
Because GAC Wealth Management operates alongside FEI's insurance agency, our clients benefit from a uniquely integrated approach - with both their insurance coverage and financial planning handled by one trusted team that understands their full financial picture.
We proudly serve clients in Land O' Lakes, Lutz, Wesley Chapel, Odessa, Tampa, St. Petersburg, Clearwater, New Port Richey, and surrounding communities throughout Pasco County, Hillsborough County, and Pinellas County, as well as across the nation. To schedule a free consultation with a GAC Wealth Management Financial Professional, call (813) 600-3268 or reserve a space online by clicking the button below.
Based in Tampa, Florida, we offer retirement planning services and comprehensive financial planning services.
Who We Are & Why Work with Us?
Many people seek a fiduciary because they want the confidence that comes from knowing their financial professional is legally required to act in their best interest. Our commitment is to provide clients with comprehensive solutions - not just for their current financial situation, but also for their future and legacy.
When you partner with us, you benefit from the collective expertise of our entire team of registered professionals, ensuring you always have timely support and guidance. We are dedicated to delivering exceptional service and tailored solutions that help turn your financial goals into reality.
Who We Help
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![Family of three, including a girl, with a piggy bank, coins, and bills on the table, in a room with large windows.]()
FAMILIES, INDIVIDUALS, AND PROFESSIONALS:
Who want to retire with confidence. -
![Two men engaged in a discussion over a tablet in a cafe or office setting, with several people in the background.]()
FAMILIES, INDIVIDUALS, AND PROFESSIONALS:
Who need guidance on investment strategy. -
![A teacher working with five children around a classroom table, engaging them in a learning activity with open notebooks and school supplies.]()
ADMINISTRATORS AND EDUCATORS ACROSS FLORIDA:
Who need help navigating FRS options. -
![Three red darts stuck in the bullseye of an archery target outdoors, with a partly cloudy sky and sunlight in the background.]()
FAMILIES, INDIVIDUALS, AND PROFESSIONALS:
Who have retirement accounts they want to optimize. -
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FAMILIES, INDIVIDUALS, AND PROFESSIONALS:
Who want a second opinion on their financial plan.
Guidance-Driven Wealth Management and Financial Planning
Services:
Helping Florida families, educators, and professionals navigate FRS and private retirement.
Retirement Planning
Investment Strategy & Management
Custom-tailored portfolios designed by our financial professionals in Florida.
Protecting your family’s future with long-term wealth strategies.
Legacy Planning
We consider every detail of your financial picture, so you can focus on what matters most
Comprehensive Financial Planning
& More
How It Works
Step 1:
Schedule your consultation.
Step 2:
Strategic Financial Plan. Review your finances and retirement goals with one of our financial professionals.
Step 3:
Ongoing Guidance.
We combine a thoughtful, human-centered approach with clear communication to monitor and adjust your plan over time.