Modern advice should feel more human.
I'm Pierre—a fee-only fiduciary based in Tampa.
Folio, the AI I built, keeps your plan a step ahead between our meetings — watching for what matters and surfacing it early, so nothing important waits for the next appointment.
Tampa, FLAdvice built around real life.
Wherever you are right now, I'll help you make clearer decisions with more confidence.
Young families
Careers, kids, cash flow, and protecting what you're building.
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Professionals & executives
Coordinated advice across income, taxes, benefits, and investments.
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Equity compensation / RSUs
A plan for your RSUs, options, and company stock—before the next vest.
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Approaching retirement
Turning savings into income, with confidence about taxes and timing.
Learn more →Your plan shouldn't sit still for a year.
Life moves between meetings—RSUs vest, jobs change, taxes shift. So I built Folio, my own AI, to watch for what matters, surface it early, and keep us on track. It's how one advisor stays a step ahead.
Review before shares land
Withholding, concentration, and diversification—before the vest.
Compare your coverage
Benefits, HSA, and family coverage—before the window closes.
Check what you owe
Income, equity comp, and estimated payments—ahead of the deadline.
Simple to start. Easy to stay on track.
Intro call
We talk through what's going on and whether I'm the right fit.
Build your plan
I organize your whole financial life in one place.
Ongoing advice
Folio and I keep it current as life changes.
Transparent, fee-only.
No commissions, no product sales, no hidden incentives—just advice that's in your corner, every time.
View pricing →You work directly with me.
I'm a CFP® professional and fee-only fiduciary in Tampa. Call, and you get me—not a call center.
- CFP® professional
- Fee-only fiduciary
- Founder-led relationship
- Tampa-based advisory firm
- Planning & investment management under one roof
I've worked with Pierre for years, and his guidance has been invaluable every step of the way — a rare combination of innovation, insight, and professionalism. I trust him completely with my financial future.
Having Pierre in my corner as my financial advisor for the last decade has given me absolute peace of mind through every market shift and life milestone. I couldn't ask for a more dedicated advisor and trusted friend to help secure my future.
I couldn't recommend Pierre more! He takes the time to truly understand your personal goals and build a relationship built on trust. He's super smart and combines his expertise with the latest AI technology to optimize your investments. Trustworthy, reliable, and always available.
Testimonials from current InsuraWealth clients. No cash or non-cash compensation was provided in exchange for these statements. There are no material conflicts of interest. Past performance and individual experiences are not indicative of future results for other clients.