Garrett Wealth Management

At Garrett Wealth Management, we specialize in creating personalized financial strategies tailored to each client's unique circumstances, goals, and preferences. With over two decades of experience in the financial services industry, our team prioritizes building long-term relationships while delivering objective advice and access to comprehensive investment resources. We operate as an independent firm, partnering with Level Four Financial and Level Four Advisory Services to ensure our clients receive both registered broker-dealer support and SEC-registered investment advisory services. Our approach emphasizes transparency, with full reporting and clear communication about investment strategies, risk management, and portfolio adjustments. We serve clients in St. Cloud, Orlando, and Kissimmee, Florida, focusing on retirement planning, asset allocation, estate planning, and insurance solutions.

Our commitment to personalized service stems from our founder's background as a former Marine Corps officer and certified financial advisor, combining discipline, expertise, and a client-first philosophy. We believe financial planning should evolve with clients' lives, offering adaptable strategies that address changing market conditions and personal circumstances. By maintaining independence and avoiding proprietary products, we ensure our recommendations remain aligned with clients' best interests. Our mission centers on helping individuals achieve financial independence through professional guidance, quality investment products, and dedicated support.