Company logo

Cyndeo Wealth Partners

Investments
Investment advisory services
Financial planning
Wealth management
Financial services

Cyndeo Wealth Partners information

We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth. We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team. We do this by carefully listening, buildin...
We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth. We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team. We do this by carefully listening, building confidence, and creating peace of mind through a caring, trusting rapport. Based in St. Petersburg, Florida, with clients in nearly 40 states across the U.S., Cyndeo Wealth Partners provides financial planning and investment management services, backed by family office-level personal service. Our clientele includes executives and entrepreneurs, landowners and professional athletes, business owners and multigenerational families, as well as those facing financial challenges on their own, due to divorce or death of a loved one. Whatever their path, each client seeks out the stewardship and counsel of our team to help prepare them for the future. One of the value-added ways in which we serve our clients is through meaningful introductions. Our team pro-actively networks among our professional and personal circles to connect people with each other and to create exclusive opportunities, leading to distinctive outcomes. The promise we make to all our clients is one of integrity. We will put your interests first and above those of the firm's, and we will honor our relationship every day. We will always be available to listen, to learn and understand, and to help you when needed. We will be family.

Employees

Tom Havard
Vice President
Alex Landry
Client Relationship Manager
Pete Frantzis
Director
Julie Battaglia
Senior Client Relationship Manager
Arlene Alexander
Senior Client Relationship Manager

Looking for a particular Cyndeo Wealth Partners Employee?

Cyndeo Wealth Partners' financial review

Employees

22


Technologies

Google Tag Manager
Tag Management
CrazyEgg
Analytics and Tracking
Circle
Financial Software

Employees

Tom Havard
Vice President
Alex Landry
Client Relationship Manager
Pete Frantzis
Director
Julie Battaglia
Senior Client Relationship Manager
Arlene Alexander
Senior Client Relationship Manager

Looking for a particular Cyndeo Wealth Partners Employee?

Cyndeo Wealth Partners' financial review

Employees

22


Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Represents linkedin prospector

See why over 1,000,000

people joined Apollo last year

Evolve your team’s engagement & intelligence today.