Business Details
8 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Founded in 2018, Envision Wealth Planners was established to provide comprehensive financial advice rooted in fiduciary responsibility. Our team specializes in holistic financial planning and investment management for commercial real estate executives and high-income families, prioritizing personalized strategies over product sales. With expertise in tax-efficient structuring, retirement planning, and estate coordination, we act as an unbiased educational partner, aligning financial decisions with clients' values and long-term goals.Our boutique approach ensures responsive service, while our fee-only model guarantees transparency and client-first advocacy. By collaborating with external advisors, we deliver cohesive wealth management solutions tailored to complex financial landscapes.
Services
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Investment Management
Insurance Review
Cash Flow Analysis
Wealth Transfer Strategies
Risk Management
Portfolio Diversification
Details
- Year established: 2018
Highlights and features
- We offer education-focused financial solutions tailored to commercial real estate professionals
- Our fiduciary oath ensures all recommendations prioritize client interests
- We implement holistic wealth management strategies across tax, retirement, and estate planning
- Our 20-minute introductory consultation provides immediate value with no obligation
- We coordinate with external advisors to create unified financial strategies
Associations and certifications
- Certified Financial Planner Board of Standards
What people say
Highly knowledgeable
Tailored guidance
Quick to respond
Holistic approach
Unbiased advice
Services
Financial Planning
Our financial planning service creates customized strategies that align your wealth with personal and professional goals. We analyze cash flow, investment portfolios, and tax positions to develop comprehensive roadmaps for long-term security. By integrating estate planning and risk management, we ensure all aspects of your financial life work cohesively toward achieving your vision.
Tax Planning
We specialize in optimizing tax efficiency for high-income earners through strategic income deferral and retirement account utilization. Our approach considers business ownership structures and equity compensation to minimize tax liabilities. We collaborate with CPAs to implement solutions that reduce both current and future tax obligations while maintaining compliance.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams through diversified investment buckets. We develop phased withdrawal strategies from taxable, tax-deferred, and Roth accounts to maximize longevity. With expertise in pension optimization and required minimum distributions, we ensure financial security throughout retirement while maintaining flexibility for changing circumstances.
Estate Planning
We coordinate with estate attorneys to create tax-efficient wealth transfer strategies that reflect your values. Our services include trust structuring, beneficiary designations, and business succession planning. We ensure your assets transition smoothly to heirs while minimizing estate taxes through advanced techniques like donor-advised funds and charitable remainder trusts.
Investment Management
Our investment management employs diversified portfolios tailored to individual risk tolerances and financial goals. We utilize low-cost ETFs, alternative investments, and tax-advantaged vehicles to optimize returns. With ongoing monitoring and rebalancing, we maintain strategic asset allocation while adapting to market changes and evolving client needs.
People
Sean Gerlin
Founder
Sean Gerlin, a Certified Financial Planner with over 15 years of experience, founded Envision Wealth Planners in 2018. He specializes in serving commercial real estate executives and high-net-worth families, focusing on fiduciary financial planning. Sean graduated from the University of Florida and holds multiple designations including CPWA, ChFC, and CLU.
Questions
What services do you offer for commercial real estate executives?
We provide comprehensive financial planning including tax optimization, retirement strategies, and investment management tailored to CRE professionals' fluctuating incomes and business ownership structures.
How do you approach financial planning for high-income families?
Our values-centered approach focuses on cash flow management, tax-efficient investing, and legacy planning while coordinating with your existing professional advisors.
Are you a fiduciary financial advisor?
Yes, we operate as a Registered Investment Advisor with a fiduciary obligation to act in our clients' best interests at all times.
What is your investment philosophy?
We employ strategic asset allocation with diversified portfolios using low-cost ETFs, alternative investments, and tax-advantaged strategies tailored to individual risk profiles.
How are your fees structured?
We use a transparent fee-only model based on assets under management, with no commissions or product sales incentives.
Do you work with clients outside Florida?
Yes, we serve clients nationwide through virtual consultations while maintaining local expertise in Florida markets.
