Clearwater firm featured in Financial Times Top 400 List expands to SW Florida with merger, approach

December 21, 2020

CLEARWATER, Fla. – Flaharty Asset Management, a Florida-based wealth management firm serving clients throughout the U.S., has expanded their Florida footprint to the Naples-Fort Myers area by merging with AWA Investment Advisors in Punta Gorda, Florida this November.

AWA Investment Advisors, which had an investment portfolio of approximately $250 million with six team members merged into Flaharty Asset Management, which had an investment portfolio of approximately $580 Million and 13 team members. Combined, the two firms will move forward under the Flaharty Asset Management brand and are now approaching the milestone of $1 billion in assets under management.

By adding the Punta Gorda location, Flaharty Asset Management now has more than 19 team members operating in more than 10,000 square feet of office throughout the west coast of Florida.

“With this merger, we have significantly expanded our team of specialists and will continue to serve those who have led to our company’s success,” said Shon Flaharty, founder, CEO and managing partner of Flaharty Asset Management. “It allows us to continue to grow, while upholding our strict fiduciary responsibilities to our clients.”

Both offices will continue to serve clients in their existing respective locations, as well their clients across the country. Flaharty Asset Management’s Punta Gorda office will focus primarily on serving clients geographically located throughout the Naples, Fort Myers, Marco Island, Port Charlotte, and Punta Gorda area, while the Clearwater office will serve as the firm’s headquarters and continue to provide support primarily to their customers in the greater Tampa, St. Petersburg and Clearwater area, as well as the rest of Florida.

Flaharty Asset Management was formed in 2007 by Shon Flaharty, and is a full-service institutional investment management and advisory firm specializing in all areas of financial planning, investment advice and private wealth management. In April of 2020, Flaharty Asset Management was ranked among the Financial Times top 400 financial advisors in the U.S.

Flaharty Asset Management will continue to grow as it has done before, both organically and through strategic acquisitions.

“Unlike some of our competitors in Florida who have sold out to large hedge funds, Wall Street firms or groups outside of the U.S., we are and will remain a homegrown, locally owned-and-operated, wealth management firm with a national platform (LPL) and footprint,” said Flaharty.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial.

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