What We Offer

Financial Services

Explore professional financial advisory services in Lakewood Ranch, FL. Personalized financial guidance for your success.

Financial Services

At Ranch Capital, we understand that achieving financial freedom requires more than just smart investments. It involves a comprehensive plan that considers every aspect of your financial life. Our team of experienced advisors is here to guide you on your path to financial success with personalized, strategic planning.

“We regard the commitment of taking on any new client relationship as one that is both business and personal. It is a relationship that is built on trust and coordinated, actionable advice."— Elissa Lovell CFP® COO

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Sarasota High-Net-Worth Financial Services

Key Benefits of Our Financial Services

We offer a holistic approach to wealth management through our Virtual Family Office (VFO) model. Our VFO provides a centralized hub for all your financial needs, ensuring seamless coordination among various professionals and services. This comprehensive service model is designed to help you achieve your personal and financial goals with clarity and confidence.

Financial Planning

We take a holistic view of your financial picture, offering personalized advice to help you reach both your short- and long-term financial goals. Whether you're planning for a new home, education expenses, or retirement, we provide a clear roadmap tailored to your unique needs.

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Investment Management

Our investment management services are designed to optimize your portfolio's performance, aligning it with your specific financial objectives. We actively manage and trade your holdings, utilizing a disciplined, research-driven approach to maximize returns while managing risk.

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Retirement Planning

Retirement should be a time to enjoy the fruits of your labor, whether that means traveling the world or savoring quiet moments at home. We offer straightforward, actionable retirement planning to ensure you have the financial security to live your dream lifestyle.

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Tax Strategies

Effective tax strategies can make a significant difference in your financial well-being. We analyze your financial situation to develop strategies that minimize your tax liabilities, allowing you to keep more of what you earn and invest it towards your goals.

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Estate Planning

Our estate planning services help you thoughtfully plan the transfer of your assets, property, and values. We work with you to create a comprehensive plan that honors your wishes, minimizes taxes, and provides for your loved ones.

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Income Planning

Income planning ensures that you have a steady and reliable income stream throughout your life. We identify any potential income gaps and recommend investment strategies to bridge those gaps, giving you peace of mind and financial stability.

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Consolidated Reporting

Stay on top of your finances with our consolidated reporting service. This secure, online portal provides a comprehensive view of your household's assets, liabilities, and cash flows, along with detailed performance reports of your investments.

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Business Consulting

Our business consulting services are tailored to help your business thrive. We offer strategic guidance on improving performance, enhancing efficiency, and achieving growth, all customized to meet your specific organizational goals and challenges.

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Accounting Services

Our accounting services cover all aspects of financial record-keeping, tax preparation, and auditing. We ensure compliance and accuracy, providing you with strategic financial planning that supports both your business and personal financial goals.

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Get Started With Us

In just 15 minutes, we can learn about your unique financial situation and needs. Connect with an advisor and experience the comprehensive support of our Virtual Family Office, tailored to guide you toward your financial goals.