About Cyndeo Wealth Partners
We are an independent registered investment advisor 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.
