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*6371 Business Boulevard Suite 200
Sarasota, FL 34240

(800) 330-4248

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1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

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Private Wealth Management For Select Individuals

 


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Our commitment is to help you work towards achieving all your financial goals and to help provide you with a "worry free" retirement. At Payant Wealth Management Group, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets. We use numerous investment strategies in order to help protect our clients’ lifestyle for a lifetime.

Events we have been a part of recently

Robyn and Tom Payant were honored to be guests of President Donald J. Trump at The White House

Helpful Content

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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