Belleair Wealth Strategies
Belleair Bluffs Florida

Women Empower Member Information

We offer you a personalized wealth strategy, not a generic investment program. Your individual strategy will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach is straight forward: we focus on becoming your partner in building the future that you desire. As we work together, we will thoroughly explain the investment strategies that we recommend, so that you’ll be comfortable with all aspects of your investment plan, while working with your attorney and CPA to ensure that all of your advisors have the necessary input in implementing strategies that best fit your lifestyle. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Belleair Wealth Strategies
Contact: Tish Wold
Work Phone: 727-585-1212
645 Indian Rocks Rd N
Belleair Bluffs, Florida 33770
EMail: tish.wold@raymondjames.com 
Business Category: Financial Planner

Additional Information:

We are pleased to provide a select group of affluent clients and busy professionals with an exclusive concierge approach to leadership amongst their team of professional advisors.

Through this Essential Partnership with our clients, we coordinate efforts needed to help provide them with seamless service that is designed to help simplify managing their financial life, much the way a Chief Financial Officer does for a corporation. The concierge service of the Essential Partnership, along with what we believe is the finest individually tailored approach to investing and risk management, allows our clients the freedom to concentrate their time and energy on what they enjoy, striving to achieve their desired lifestyle.

This Essential Partnership requires us to closely coordinate the efforts amongst our client's attorneys, accountants, and other professional advisors to help ensure the client's complete financial picture is addressed every step along the way. The client's goals are always the starting point for every discussion and recommendation in developing and implementing strategies designed to grow and preserve their wealth.

Tish Wold
CFP®, CLTC
CERTIFIED FINANCIAL PLANNER™
tish.wold@raymondjames.com

Growing up in the suburbs of St. Louis, Missouri, Tish received a Congressional Nomination and an Appointment to the prestigious United States Naval Academy in Annapolis, Maryland. After four years of intense study, Tish earned her Bachelor’s of Science degree in Mathematics and her commission as an Ensign in the United States Navy. Following a total of 11 years service in the U. S. Navy (and duty stations in Washington, DC, Honolulu, HI, and Newport, RI), Tish left the U.S. Naval service. After one more Navy transfer with her husband (to Groton, CT), their family finally settled in Largo, Florida.

She began her career in the Financial Services industry in 1999. Tish earned the CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc in 2003, as well as CLTC (Certified Long Term Care Specialist) in 2005.

She founded Belleair Wealth Strategies, an independent firm, in the spring of 2009. Through Raymond James she is able to provide the level of support that her busy professional clients require.

Keywords:

Financial Planning; Investment Advice; Comprehensive Financial Planning; Wealth Strategies for Physicians; Wealth Strategies for Attorneys

Member Since June 2009