Wealth Management for Lasting Legacies
Serving clients in St. Petersburg and the greater Tampa Bay area, Virginia Beach and surrounding areas, and nationwide, Sears Group combines traditional financial planning with behavioral finance to help professionals and retirees invest wisely, plan confidently, and preserve what matters most.
At Sears Group, we believe that financial planning is more than numbers—it’s about empowering people to make confident decisions through every phase of life. Whether you’re building wealth, preparing for retirement, or creating a lasting legacy, our goal is to be your lifelong financial partner. Through a blend of traditional financial strategies and behavioral insights, we help you align your finances with your goals, values, and future.
Three Phases,
One Trusted Partner
Every financial journey is unique—but most follow three essential phases. We meet you where you are, with personalized strategies and ongoing guidance to move you forward.
You're focused on growing wealth and preparing for the future.
We help dual-income households, professionals, and business owners maximize savings, optimize investments, and minimize risk—so you're building on a solid foundation.
You’re entering retirement or actively managing retirement income.
We develop income strategies that turn your savings into sustainable cash flow, while helping preserve your assets against market risk and rising healthcare costs.
You’re thinking about the impact you want to leave.
Legacy planning goes beyond estate documents—it’s about clarity, control, and ensuring your values live on. We help you plan for wealth transfer, charitable giving, and generational impact.
Holistic Financial Services That Work Together
Each phase of your journey is supported by a suite of services designed to work in harmony. At Sears Group, we tailor these services to your needs, delivering integrated financial planning that simplifies your life and strengthens your future.
Investment Management
Build and manage a diversified portfolio designed around your goals, timeline, and comfort with risk. We help you invest with clarity and purpose—so your money works toward what matters most to you and your family.
Insurance & Annuities
Protect what you've built and create income you can count on. From life insurance and long-term care to guaranteed retirement income, we help you build a strategy that provides security and peace of mind for you and your family.
Financial Planning
Bring clarity to your financial life with comprehensive planning that ties everything together. From Social Security timing and retirement accounts to tax-smart strategies, we help you build a coordinated plan for every phase of your journey.
Estate Planning
Coordinate your accounts, beneficiaries, and estate documents so everything works together and your legacy reflects your intentions. We help ensure your wishes are clear and your family is protected for generations to come.
Local Expertise with Deep Community Roots
We specialize in serving the unique financial needs of professionals and retirees across the east coast. From navigating TSP and military pensions to leveraging Florida’s tax advantages, we understand the local landscape and tailor our strategies accordingly.
Relationship-Driven, Client-First Approach
You’re more than an account number. At Sears Group, we prioritize real relationships—taking the time to understand your values, life story, and goals. We provide guidance that reflects your family dynamics, lifestyle, and long-term vision—not just market trends.
Clarity in a Complex Financial World
Our clients are proactive, informed, and value simplicity—but they’re often overwhelmed by conflicting advice or too many moving parts. We bring order to the chaos with structured, behaviorally sound planning that turns confusion into clarity.
Independent. Fiduciary. Focused on You.
As an independent fiduciary, we’re legally and ethically obligated to act in your best interest—always. You can trust that our recommendations are unbiased, transparent, and aligned with your financial wellbeing, not product sales.
A Partner You Can Trust—At Every Phase
At Sears Group, we don't just manage money—we build lasting relationships grounded in trust, clarity, and purpose. Our clients in St. Petersburg and the greater Tampa Bay area, Virginia Beach and surrounding areas, and nationwide choose us because we take the time to understand their unique situation and provide guidance that reflects their values, not just market trends.
Financial Guidance for Every Stage of Your Journey
Wherever you are in your financial journey—growing, protecting, or planning your legacy—we help you move forward with clarity, structure, and purpose.
