CENTRAL FLORIDA WEALTH MANAGEMENT, INC.
OCALA, FLORIDA

Central Florida Wealth Management, Inc. is a financial services company based in Ocala, FL, serving families and businesses in its community with comprehensive financial planning and asset management. Founded on October 26, 2005, the company operates under a mission to deliver innovative financial strategies and solutions that foster financial clarity, security, and health for their clients. Central Florida Wealth Management prides itself on building lifelong relationships through strong commitments and personalized service tailored to individual needs. The company provides custom-tailored investment strategies designed to meet both short-term and long-term goals of its investors by offering full transparency via separately managed accounts. As a fiduciary organization, they are legally committed to prioritizing their clients' best interests foremost in all financial dealings. Central Florida Wealth Management empowers clients to navigate the complexities of today’s financial landscape with individually customized plans that address the unique needs of families and businesses alike. In addition to its core advisory services, the company offers insurance products through affiliated entities such as Gradient Securities, LLC (doing business as Gradient Wealth Management). However, it is noted that Gradient Securities does not provide tax, legal, or accounting advice nor are they associated with government agencies. Central Florida Wealth Management maintains a clear separation in both branding and operational structures from these affiliated companies. Headquartered at 1740 SE 18th Street, Ocala, FL, the company can be reached via phone numbers (352) 671-9293 and (866) 991-1539. More information is available on their website, centralfloridawealthmanagement.com. The current officer leading Central Florida Wealth Management is Benjamin J. Zaharias, serving as President.