The Rich Keep Coming

How Wealthy Do You Have to Be to Live in Sarasota?

The flow of money and prosperity has accelerated in the last decade, bringing to town more millionaires, multimillionaires and even billionaires. The paradox, of course, is that many households and systems are under strain.

09/01/2025 By Kim Doleatto

Advantage Point

Why A Virtual Office In London Could Be Your Best Business Move

Build credibility, cut costs, and expand your business from anywhere with the power of a London address.

08/28/2025

Guide to Giving

Donating Money Helps Charities and Your Bottom Line, Too

Savvy donors know that strategic philanthropy can lead to bottom-line benefits—and sometimes even boost their business reputations.

09/01/2024 By Kim Doleatto

Listening to Black Voices

Dale Booker on the Experiences That Shaped Her and the Realities of Living in Florida as a Black Woman

"It’s disconcerting that many of Florida's transplants seem to have never been exposed to Blacks before."

02/19/2024 By Heather Dunhill

Listening to Black Voices

Former MLB Player Jeremy Shelby on Identity, Opportunity and Giving Yourself Grace

Shelby is the founder, president and head of directors at Sarasota's Elite Life Management, a wealth advisory company.

09/11/2023 By Heather Dunhill

Hot Topics

The Pay Gap Remains a Major Hurdle for Women

Yes, even in 2023.

07/05/2023 By Megan McDonald

Hot Topics

How to Navigate Women’s Specific Financial Planning Needs

Two financial advisers on how women’s investment needs differ from men’s.

07/05/2023 By Kim Doleatto

Crypto Club

Sarasota Is a Hub for Cryptocurrency Entrepreneurs

Sarasota, a place best known for its white sand beaches and its world-class arts scene, has become a destination and an incubator for some of the biggest players in the young and hungry Wild West of crypto.

05/02/2022 By Isaac Eger

Jobs

Floridians Have Received $31.9 Billion Dollars From State Reemployment Program

More than 97 percent of claims filed with the Florida Department of Economic Opportunity prior to Dec. 10 have been fulfilled.

01/07/2022 By Staff

Finance

City Commission Sets Reduced Preliminary Millage Rate

The city unanimously voted to approve a rollback of 3.1372 mills for the city's preliminary operating millage.

07/14/2021 By Staff

Deals

Sarasota Wealth Management Firm Acquired By National Company

Mariner Wealth Advisors has entered into a binding agreement to acquire Sarasota's Allegiant Private Advisors.

07/08/2021 By Staff

Wealth management

Sarasota Financial Planner Ranked Among the 'Top 100 Women Financial Advisors'

Morgan Stanley's Aimee Cogan is featured on Barron's 2021 list.

07/08/2021 By Staff

Mergers

Achieva Credit Union to Acquire Coast 2 Coast Financial Credit Union

Coast 2 Coast, which has $24 million in assets, is expected to ask its members for final approval in early 2021.

11/24/2020 By Staff

Finance

Forza Wealth Management Tops $100 Million in Assets Under Management

The Sarasota registered investment adviser has transitioned its registration to the SEC.

10/07/2020 By Staff

Sponsored Content

Lichtenstein, Briefman & Sabella CPAs Expand to Include Family Office Services

Anthony Sabella and David Fink saw a consistent need among their high-earning clients for collaborative solutions to complex financial situations—and they delivered.

09/12/2020

Fast Track

Vimvest Names New National Sales Director

Stephen McLeod will direct all of the activities related to advisors seeking to simplify, amplify, and solidify their businesses through Vimvest’s financial technology offering.

06/17/2020 By Staff

Sponsored Content

Is Now a Good Time to Refinance? Advice from a Local Mortgage Agent

With mortgage rates at historic lows, it’s a good time to look at your options and find the right plan for you.

05/28/2020

Mergers

Forza Wealth Management, K-Mack Financial Announce Merger

The combined firm will keep the Forza Wealth Management name.

05/07/2020 By Staff

Sponsored Content

Crews Bank & Trust Expands to Downtown Sarasota

Family-owned and -backed with a lifetime of trust, there’s a new community bank on the block.

04/29/2020

Sponsored Content

Economic Impacts of the Coronavirus Pandemic and Your Financial Future

Given the uncertainty surrounding the pandemic, its impact on our lives and the community and recent market volatility, having an advisor that proactively communicates, educates and guides you and your financial well-being is crucial.

04/09/2020