Working Together For You! By integrating insurance, investment and wealth management services, our team of experts can help you grow, protect and disperse your assets - all in one place and at exceptionally reduced costs. * Wealth Management * Investments * Insurance * Wealth Watch Wealth Watch Your Wealth at a Glance We utilize cutting-edge technology to help you stay in control of your collective financial picture and promote salient methods for reaching your goals. Online account access. Check out our web site for financial calculators, video and more information. 3 Central Florida Locations Including: Winter Haven, FL Office 799 Overlook Drive Winter Haven, FL 33884 Lakeland FL Office 1820 E. Edgewood Drive Suite 103 Lakeland, FL 33803