Professionally qualified.
Personally engaged.
PFS Signature Wealth was built on the conviction that the best wealth management firms combine deep expertise with genuine relationships, and that clients deserve direct access to the people who are accountable for their outcomes. We have operated that way from day one.
We did not build this firm to be like every other firm.
We believe in the positive values of human character as much as we believe in the positive results of intelligent investing. Honesty is not a differentiator in this industry. It is the minimum. We have structured our firm so that every relationship reflects that standard from the first conversation forward.
We founded PFS Signature Wealth for those who appreciate concierge service, personal relationships, and the kind of access that is rarely available at larger institutions. Our planners have been recognized both professionally and within the community, not for being the biggest, but for being genuinely excellent.
The people who will know your name.
Specialized expertise our team draws on for clients.
The people behind the scenes who keep everything running.
Ashley is often the first voice you hear when you reach PFS, and she sets the tone for what the firm is. Organized, warm, and genuinely attentive, she keeps the practice running smoothly so the partners can stay focused on what matters most: your plan.
Tye works directly alongside the advisory team, making sure every client interaction is prepared for and followed through on. If something needs to happen, Tye makes sure it does, accurately and on time.
Reyonna supports the planning team with the kind of care and precision that complex financial relationships require. Detail-oriented and client-focused, she is a steady presence behind every smooth client experience.
The team that keeps our fiduciary commitments enforceable.
Anne leads compliance for PFS Signature Wealth, ensuring every policy, procedure, and client interaction holds up to the standards a Registered Investment Adviser is held to. Her experience across multiple advisory firms gives our team the confidence that the rules protecting clients are being applied consistently and rigorously.
Tom partners with Anne on the day-to-day work of keeping the firm in step with SEC requirements and industry best practices. The result for clients is quiet but meaningful: a firm where the guardrails are real, documented, and consistently maintained.
A husband and wife, both senior executives at separate companies, came to PFS while still working but with retirement clearly on the horizon. Between them, they had accumulated a complex web of deferred compensation, restricted stock, pension elections, and employer benefit plans that no single advisor had ever looked at as a whole. They needed more than investment management. They needed a plan that mapped exactly what the next phase of their life would look like financially: when to retire, in what order, how to draw income across multiple accounts without unnecessary tax exposure, how to coordinate their estate plan so that wealth passed efficiently to their children, and how to make the transition from accumulation to distribution with confidence rather than guesswork. PFS brought all of it together into a single, coordinated strategy. For the first time, they could see exactly where they stood and exactly where they were headed.
Recognized by the institutions that matter.
Our work for clients has been recognized by leading business and financial publications across Tampa Bay and nationally. These awards reflect the standards we hold ourselves to every day.
Your assets held by the world’s most trusted custodians.
We partner with Charles Schwab and Fidelity to safeguard client assets. These are among the largest, most regulated custodians in the world, chosen not for convenience, but because our clients deserve nothing less.
Our size and independence allow us to work across both platforms, giving us flexibility that benefits you directly.
Do you work with clients who need what we offer?
We work closely with CPAs, estate attorneys, and business advisors across the country. Our role is to coordinate, never to compete, with the trusted advisors our mutual clients already rely on.
If you have a client navigating a liquidity event, a complex estate, or a retirement transition, we would be glad to have a conversation about how we can support them together.
The best way to know us
is to sit down with us.
We are located in the Hyde Park district of Tampa. Our first meeting is designed to be a real conversation, not a pitch. Come and see if we are the right fit for where you are headed.
Schedule a ConversationNo obligation. No commitment required.