GALBREATH WEALTH MANAGEMENT, LLC is a Florida-based asset management firm committed to providing comprehensive financial planning services with an emphasis on insurance, investing, retirement, estate planning, and wealth preservation. Established in Tampa in February 2017, the company has been dedicated to fostering financial stability and security for individuals, families, and business owners by identifying and pursuing their financial goals.
The founder, Richmond B. Galbreath, who holds a Bachelor of Business Administration with a focus on Finance from the University of Oklahoma (1984), brings over 35 years of experience in finance, having served in various management roles at major global financial services companies. His wealth management firm began operations in Louisiana and later joined LPL Financial—the largest independent broker/dealer in the U.S.—in 2002, ensuring clients benefit from unbiased advice devoid of product pressure.
Based entirely on objective financial guidance, GALBREATH WEALTH MANAGEMENT collaborates with LPL Financial to access top-tier resources. This strategic partnership aligns with their mission to deliver high-standard quality and service without selling proprietary investment products or engaging in investment banking activities, thus maintaining advisor neutrality.
Located at 13902 N. Dale Mabry Hwy., Suite 106, Tampa, FL, the company supports its clientele through accessible market performance data and financial management education available on their website (galbreathwealthmanagement.com). Regular updates ensure that clients stay informed of pertinent personal finance developments. With a focus on long-term client relationships, GALBREATH WEALTH MANAGEMENT remains committed to navigating changing financial landscapes effectively.
KEY FACTS ABOUT GALBREATH WEALTH MANAGEMENT, LLC
-
US Businesses
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Companies in Florida
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Hillsborough County Companies
- Company name
- GALBREATH WEALTH MANAGEMENT, LLC
- Status
- Active
- Filed Number
- L17000031352
- FEI Number
- 27-1883679
- Date of Incorporation
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February 8, 2017
Age - 9 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://galbreathwealthmanagement.com
- Phones
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(813) 264-2993
(985) 727-6763
(985) 727-6764
GALBREATH WEALTH MANAGEMENT, LLC NEAR ME
- Principal Address
- 13902 N. DALE MABRY HWY.,
SUITE 106,
TAMPA,
FL,
33618
See Also