Who We Are

Joseph Gilewski, is an Accredited Wealth Management Advisor from the state of Florida. With ten years experience in the fields of financial and estate planning, Joseph combines his wealth of knowledge and sharp attention to detail, with a modern and passionate approach to the many facets of financial planning. Working as a Registered Investment Advisor Rep, a fiduciary responsibility to his clients is of paramount importance to Joseph. The last five years of his career have been spent serving clients between the Tampa Bay area and the Treasure Coast.

Joseph has also been featured on Fox Business, Bloomberg Radio, WFLA, and HNZ News Radio as a frequent contributor to provide his expert opinion in the areas of general finance, investing, taxation, and insurance and estate planning.

Joseph is devoted to helping his clients preserve and secure their retirements by creating portfolios that will last a lifetime.

Matthew Jones, a native Michigander, is an estate planning attorney who specializes in asset protection. He has been practicing law in Florida and Arizona for the last fifteen years and is the managing partner for his firm Gorman and Jones, PLC. Matthew has helped countless clients in all areas of estate planning with his undivided attention and compassionate approach, whilst creating premier customized strategies and documents for a myriad of situations.

Matthew's experience extends widely, and he helps many of his clients with the planning and securing of their estate, generational gifting, the development of charitable remainder trusts, and incorporations. Matthew is admitted to the Arizona, Florida, U.S. District Court, and the Washington State Bar. He also works closely with Nationally Certified Estate Planners, Financial Advisors, Elder Care Planners, and Certified Public Accountants, to ensure that his client's needs are completely protected.

In his spare time, Matthew enjoys golfing, watching sports, and spending time with his wife and son.