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Clarity.  Confidence.  Freedom.

At Dash Wealth, we believe TIME is your most important asset.  Just like money, time can be spent, lost and wasted.  Dash Wealth advisors will work with you to develop clarity and confidence around your financial life so you can have the freedom to do the things you enjoy most. 


Begin With a Discovery Meeting

Dash-Wealth hourglass icon Tampa, FL Dash-Wealth

We run Dash-Wealth based on our core values:


  • TIME – It’s given to us at no cost, it gets more valuable every day… INVEST it wisely.
  • PREPARATION – The best day to plant a shade tree was 30 years ago, the second-best day is today.  Planning is easier today than tomorrow.
  • PROTECTION – Money, Health and Time have ‘multiplier effects’ on our lives, Protect them all.
  • EDUCATION – Knowledge has a beginning but no end.  Invest in yourself by always learning.
  • TRUST – Listen generously and be curious about others.  Invest in Relationships because people matter.

Who we serve:


Learn More middle age businessman

Young Families
Learn More middle age businessman

Pre-Retirees
Learn More middle age businessman

Retirees

Learn More middle age businessman

Business Owners

Discover How We Help

Young Families

Time is on your side, even if money may be tight.  Starting your planning, investing and protecting earlier in life has great advantages and is typically much easier than trying to catch up later in life. Protect your income for your loved ones, start saving in retirement accounts, make sure you understand and take advantage of tax planning, and get your estate plan done.  This is all part of our DASH C.O.R.E. Experience and will give you the clarity and confidence you need as a growing family.

Pre-Retirees

At Dash, we focus on giving our Pre-retirees their “two numbers”…  The “1st Number” comes from creating a personal family financial website called “Your DASHboard”.  This is your “Point A” (which is your Net Worth) and includes all your assets, liabilities and valuations.  The “2nd Number” is a dreaming & goal setting process which determines the “Point B”, which is the Net Worth you need to achieve to realize your dreams and goals.  Once we know what your Point A & B are, the planning process helps you see the steps needed to reach your goals.  It’s normal to estimate pensions, social security, inheritance, taxes, insurance & other factors expected to affect your numbers.

Retirees

Retirees want to pay special consideration to income strategies, tax planning, and estate planning areas.  Additionally, we use our personal family financial website called “Your DASHboard” to make sure you have clarity on the location & values of your assets and important family documents.  We also have a process called DASHforever that takes clients through a Legacy Creation process.  We want to make sure the stories, values and lessons you have learned in your life gets passed on to the next generation.  Giving someone an inheritance of money becomes much more significant when it’s attached to the stories it took to earn that money.

Business Owners

At Dash-Wealth, we come from a long line of Business Consultants.  We have coached literally hundreds of business owners in our own business, and the unique joys, challenges & frustrations of being a business owner is an area we understand.  Of course, there are the normal financial benefit packages for employees we can help with, but we are also available for strategic consultations to help maximize business valuations, owner/executive compensation strategies, and liquidation/exit strategies. How to get Started:

Taking the first step is always the hardest…

we want to make sure you feel comfortable.  Watch this short video from our Lead Planner Santo Montalbano and see him describe what it’s like to be a Dash Client.  

He will also describe the simple 30-minute video “Discovery Call” where you can talk with us, ask questions and learn in person what a partnership with Dash-Wealth might mean to you.  Use the button below to access our calendar to pick a time that works for you.

Discovery Call

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