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Wealth Management Solutions

At Allen & Company, our team and financial advisors have devoted themselves to serving the needs of our communities with a portfolio of personal wealth management solutions.

We provide a wide variety of financial, insurance, and investment services, with a focus on personal service. Generations of families have trusted us to develop a strategy for their financial future. Learn more about the services we provide below, or find a location close to you!

Investment Planning and Portfolio Management

Whether you’re creating your first portfolio or a seasoned investor, our wide range of portfolio management and investment services will help you pursue your long-term financial goals.

Retirement Planning Services - Allen and Company of Florida

Retirement Planning

Your Allen & Company financial advisor will help you build a plan for retirement, factoring in your unique needs, financial situation, and long-term personal goals.

Tax Planning -- Allen and Company of Florida

Tax Planning

Our advisors and client service associates regularly meet with your CPA or other financial partners to ensure your investment course and tax planning fits together.

Estate Planning -- Allen and Company of Florida

Estate Planning

Everyone needs an estate plan, not just the ultra-wealthy. Our advisors will help ensure your wishes are honored and your legacy lives on.

Education Planning -- Allen and Company of Florida

Education and College Planning

From 529 plans to pre-paid tuition, planning for educational expenses is only getting more complicated over time. Let our advisors help you plan for your child’s future.

Personal Insurance -- Allen and Company of Florida

Life Insurance

The insurance market is complex, and finding the best balance of rates and coverage is a challenge we can help you overcome.

Charitable Giving and Gifting -- Allen and Company of Florida

Charitable Giving and Gifting

Giving not only brings personal joy, but it can have tax implications as well. Our advisors will assist you in developing a strategy for one-time or recurring charitable donations, to maximize benefits for all parties.

Buisiness Succession Planning -- Allen and Company of Florida

Business Succession Planning

Turning your business to a new owner carries with it great responsibility. Allen & Company advisors partner with specialized attorneys to help you create a proprietary succession plan.

Stock Options -- Allen and Company of Florida

Stock Options

You’ll be making important decisions when it comes to your stock options, some that may have tax implications. Allen & Company advisors partner with your other financial team members to create a plan before you exercise your options.


Private Wealth Management

Allen & Company advisors specialize in meeting the unique challenges faced by owning a significant amount of wealth, such as helping our clients to navigate estates, succession plans, significant career wealth, the transfer of generational wealth, or dealing with an unexpected financial windfall.