Helping Successful Families
Navigate What Matters Most
As wealth grows, so does complexity. We help you see the whole board—coordinating investments, retirement, tax planning, risk management, and estate and legacy goals.
EXPLORE HOW WE HELP →Retirement Planning and Wealth Management for Successful Families in Tampa Bay
Your Advisory Relationship
We provide personal, ongoing advice designed around your goals, priorities and financial life—not a one-size-fits-all model.
Meet CarriageGate
Coordinated Wealth Management
We bring retirement planning, bespoke investment management, tax planning, risk management, and estate and legacy considerations together into one coordinated strategy.
Explore How We Help
Steward Retirement Program℠
For selected families with substantial wealth and greater complexity, our invitation-only Steward Retirement Program℠ provides a deeper level of planning, coordination, and ongoing oversight.
Learn About StewardGood decisions start with a coordinated plan.
Every financial life is unique. From our office in Trinity, Florida, CarriageGate Wealth Management helps successful families throughout Pasco, Pinellas, and Hillsborough counties coordinate the important decisions surrounding retirement, investments, tax planning, risk management, and estate and legacy goals.
For many clients, that means an ongoing Wealth Management relationship built around clear advice and steady oversight. For selected families with substantial wealth and greater complexity, the invitation-only CarriageGate Steward Retirement Program℠ provides a deeper level of planning, coordination, and ongoing oversight.
About CarriageGate Wealth Management
CarriageGate Wealth Management is an independent, veteran-owned wealth management firm based in Trinity, Florida. We serve families throughout Pasco, Pinellas, and Hillsborough counties and work with clients in other states where we are registered.
The firm is led by Jeff Clark, CFP®, CIMA®, a U.S. Army veteran with more than three decades of experience and an honors degree in actuarial science. We work primarily with executives, business owners, and families approaching or in retirement, generally with $1 million or more in investable assets.
Our services include retirement income planning, bespoke portfolio management, tax-aware planning, estate and legacy coordination, and risk management. CarriageGate is a certified Service-Disabled Veteran-Owned Small Business.
Proudly a Service-Disabled Veteran-Owned Small Business