Virtual-first

A modern financial advisor, wherever you are.

Secure client portal•E-signature•Altruist custody•Video meetings

Hunt Wealth is built to work virtually. Wherever you live, you get the same fee-only, fiduciary planning and tax-aware investing, delivered through technology that actually makes your life easier.

See if we're a fit How it works

A desk with a laptop and coffee mug by a window overlooking misty mountains

Your office is wherever you are

Great advice doesn't need a lobby.

Everything a traditional firm does in a mahogany conference room, we do on a screen you already own, with better tools and no commute.

See if we're a fit

What it actually looks like

From intro call to ongoing advice, all without a waiting room.

A video call, not a conference room

The intro call and every meeting after it happen wherever you are: home office, lunch break, or the couch after bedtime. Screens are shared, plans are walked through together, and nobody wears a suit.

Your plan, on a shared screen

We build and review your plan live, together. You see the same numbers we see (cash flow, projections, what-ifs), and we adjust them in real time as we talk.

Everything in the portal between meetings

Action items, documents, accounts, and progress live in your client portal. When something changes or a question comes up, you message us. No waiting for the annual review to ask.

How virtual works

All the substance. None of the friction.

Meet from anywhere

Video meetings that fit your schedule: no commute, no waiting room, no stuffy office. Just focused conversations when you need them.

A portal that keeps up

Your net worth, accounts, and action items live in one secure place you can check anytime, from any device.

Paperless from day one

Digital forms, e-signature, and streamlined account opening with our custodian, Altruist. No printing, no mailing.

The same advisor, for the long haul

Virtual doesn't mean impersonal. You get one advisor who knows your situation and sticks with you as life changes.

Based in Tampa · Serving clients nationwide

Local to Tampa & St. Pete, and a video call away from everywhere else.

Let's build something together

If you're looking for a financial partner who's in it for the long haul, let's talk.

See if we're a fit See how it works

No obligation. No sales pitch. Just a conversation.

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A modern financial advisor, wherever you are.

Secure client portal•E-signature•Altruist custody•Video meetings

Hunt Wealth is built to work virtually. Wherever you live, you get the same fee-only, fiduciary planning and tax-aware investing, delivered through technology that actually makes your life easier.