Your Strategic Discovery Session
Taking the first step toward institutional-grade fiduciary oversight is a conversation, not a commitment. Select the format that best fits your schedule.
Introductory Call
A brief 15-minute introductory conversation to discuss your goals.
In-Office Visit
Meet with our team at our Stuart headquarters for a private consultation.
The Fiduciary First-Meeting Experience
1. Purpose & Objectives
We begin by identifying your specific wealth objectives—whether that is maximizing RSU liquidity, navigating the 2026 tax sunset, or protecting an FRS pension. This session is about your vision, not our products.
2. Strategy Gap Analysis
We will review the high-level components of your current plan to see where you may be exposed to unnecessary fees, tax-drag, or market risk. No decisions are expected at this stage.
The Discovery Briefing:
To make our session most productive, you may choose to have these figures available (optional for the first call):
- ✅ Summary of Investment Accounts
- ✅ Recent Tax Returns
- ✅ Trust & Estate Documents
- ✅ Corporate Benefits Overview (RSU/ISO)
“We believe in a ‘no-rush’ fiduciary process. We work at the pace you and your family require.”
Prefer a direct conversation? Reach out to our team at:
(772) 210-4031 | TDavies@TDWealth.Net
We can help you make the most of what you have!
