Setting Up a Trust in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Surrounding Regions

setting up a trust Most local investors are already familiar with David Graham, because he is the host of “Guaranteeing your Retirement” – the number one rated live financial radio show in the state. David is renowned in the investment community and one of only two Certified Estate Planners in Florida. He founded Graham Capital Advisors with the tools to provide our clients with everything from retirement and estate planning to setting up a trust and more. We are an investment portfolio management firm with certified financial planners and a legal staff who are committed to providing unmatched personalized service.

At Graham Capital Advisors, investment portfolio management is always based on the individual financial situation and future needs of each client. Safeguarding a client’s retirement is of utmost importance and the reason we have a legal team on staff to ensure that all legal documents are complete and in order. Setting up a trust is one of the most valued legal services that we offer. A revocable trust often provides investors with benefits such as the following and more:

  • Assignment of a trustee to protect and manage assets
  • Beneficiary designation
  • A legal way to avoid probate
  • Assets typically available upon death to pay debts, estate taxes and other expenses
  • Investment management is not interrupted in the event of disability or death
  • Trusts offer privacy since they do not become public record upon death

Graham Capital Advisors offers complimentary consultations for all of our financial planning and investment management services. The consultations are beneficial for both potential investors and investment planners. Investors from Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the surrounding regions can feel comfortable asking questions about trusts and/or other investment and legal related topics, as well as learning more about our investment philosophy. Consultations also give advisors and planners the opportunity to assess a potential client’s current investment holdings, learn about their future income and discover their overall needs before developing investment strategies and plans designed to maximize their financial potential. Contact us today for more information about setting up a trust or to schedule a consultation.


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