Tommorow’s Success
Today’s Plan
We are a boutique firm that focuses on tailored
strategies for your family & business.
Partnered with
What Is Included
In Your Financial Plan?
Retirement Planning Alignment
We deliver tax-smart withdrawal strategies: optimizing asset location, sequencing withdrawals, social security optimization modeling Roth conversions, managing IRMAA exposure, minimizing lifetime taxes, increasing tax-adjusted wealth, and aligning retirement cash flows sustainably with confidence.
Tax Strategies
We provide clear guidance to simplify complex tax decisions, turning uncertainty into confidence. Our planning helps you protect income, preserve wealth, and create a smoother financial path for your future.
Asset Allocation Breakdown
We implement personalized investment management, aligning portfolios with goals, diversifying across sectors, managing risk, balancing tax efficiency, and monitoring allocations—helping clients grow wealth, reduce concentration, and stay on track long-term.
Estate Panning Analysis
We cover estate planning services to model asset transfers, minimize taxes, propose trust strategies, and help clients clearly visualize wealth distribution, protecting families and strengthening long-term legacy goals.
Brought To You By:
Empower Your Clients with Cutting-Edge Tools
Leverage modern, intuitive tools that simplify financial planning and deliver clear, actionable insights. Elevate your client experience with personalized strategies that drive results.
Comprehensive Solutions
For Your Financial Future
we are committed to delivering personalized strategies and expert guidance that empower you to achieve financial security and peace of mind.
Investment Planning
Creating a customized investment strategy based on your risk tolerance, goals, and financial circumstances.
Financial Assessment
Conducting a thorough evaluation of your financial situation to identify strengths, weaknesses, and opportunities.
Retirement Planning
Crafting a personalized retirement plan to secure your future and maintain financial stability in later years.
Tax Planning
Optimizing tax strategies to minimize liabilities and maximize savings for long-term financial success.
Estate Planning
Designing strategies to protect and transfer your wealth, ensuring your legacy is preserved.
Education Planning
Developing tailored plans to fund educational goals while balancing other financial priorities.
1.
Initial Consultation
Discuss your financial goals, needs, and future aspirations in detail.
2.
In-Depth Analysis
We evaluate your financial situation, risks, and objectives comprehensively.
3.
Personalized Strategy
Create a tailored financial plan focused on growth and security.
4.
Ongoing Support
Provide continuous guidance, adjusting your plan for long-term success.
Out Portfolios
Smart Alpha
Liquid Alternatives
Enhanced Equity Income
Sharia Complaint
About Me
Growing up in a family generationally involved in Sierra Leone’s diamond industry, I have always had exposure to finance & business cash flow, and I had a fascination for data, charts, and numbers.
Passionate about helping individuals and families achieve financial well-being through strategic planning and informed decision-making. As a Certified Financial Planner, I bring expertise in wealth management, retirement planning, and investment strategies.
As a Rising Leaders Board Member at the Children’s Cancer Center, I am dedicated to making a difference in the lives of young warriors and their families. For the past eight years, I have been working towards creating a brighter and healthier future for children battling cancer.
Partnered with:
ALI El Sayed, CFP®
Team
Bob Raimondo, JD CEO Co-Founder & Chief Development Officer
He began his career as an individual practitioner, merged his practice with a Greenwich, CT based firm where he transitioned to managing partner, helping it to grow in excess of two billion dollars in AUM, before leaving to co-found Brookwood.
Kimberley Raimondo, JD Co-Founder & CEO
Kim’s focus spans operations, risk management, and regulatory compliance. As an experienced litigation and securities attorney, she provides valuable insights on regulatory matters.
Joe Ward, CFP®
Joe is a valued member of the team, bringing 27 years of industry experience to the families and individuals he serves.
With decades of knowledge, Joe takes a holistic approach to planning—helping clients navigate investments, retirement, insurance, and estate considerations with clarity and confidence.
Chris Coolidge, CFA Chief Investment Officer
Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry.
Ready to Secure Your Financial Future?
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Our Locations
5401 W Kennedy Blvd
Suite 100
Tampa, FL 33609
300 4th Ave S
Ste 300
St Petersburg, FL 33701
Disclaimer: The content provided on this website is for informational purposes only and should not be considered professional financial, legal, or tax advice. While we strive to ensure the accuracy of the information, we cannot guarantee that all details are up to date or applicable to your specific situation. Each individual’s financial circumstances are unique, and you should consult with a qualified financial advisor, tax professional, or legal expert before making any decisions. Your Financial Planner does not assume any liability for losses or damages incurred as a result of actions taken based on the content provided. All investment strategies and financial plans carry inherent risks, and past performance does not guarantee future results.