Comprehensive Wealth Management For the Intelligent investor

Why work with the Orlando team?

Experience, values, the support of Agility & the trust of a close personal relationship.

As a financial practice with over 30 advisors and dedicated support staff we take service and wealth management very seriously. 

Our number one focus, beyond the services of our office, is making sure we exemplify the qualities most people are looking for in a financial planner:  Trust, Communication, and Transparency.

Financial Security is a matter of choice, not a matter of chance… and that choice begins with you, our client.

We are here to be your resource & guide for all the big financial decisions in your life.  Whether it’s managing your wealth, making decisions about your estate goals, or planning for your retirement; we take these decisions very seriously. 

You deserve someone you can trust, that you know on a personal level, and who has an experienced team behind them to give you the best service & support possible. 

That’s our promise.

Our Business Is You.

No Matter The Challenge, We Put You First

That’s the principle that drives Agility Wealth Management.  We’re in the business of being there when you need financial guidance and support. Whether it’s supporting your family, growing your business, or pulling the trigger on your ideal retirement. Our approach can help.

01

A Personal Relationship

As your trusted confidants, we’re here to help you navigate through life’s challenges, big and small.

02

Customized Strategies

Backed by the resources of a 30+ team can bring to the table, we have the time and the strategies.

03

Tailored Advice

We’re not here to push you into ‘one size fits all’ solution. We believe you deserve a custom approach and more options.

Our Financial Services

What Are You Planning For?

No matter the unique challenge you face in retirement.  We have the skills and experience to help you navigate whatever your financial life throws at you.

Growing Wealth

Planning For Retirement

Estate Management

Preserving Wealth

Providing For Family

Growing My Business

Meet The Advisors At The Orlando Office

Paul Wood

Financial Advisor

John McCann

Financial Advisor

JR MacClary

Financial Advisor

Courtney Wood

Financial Advisor

Shaye Wood

Financial Advisor

Syd Gomez

Financial Advisor

Greg Roessler

Financial Advisor

Andrew Niklaus

Financial Advisor

Dario Zapata

Financial Advisor

Stephanie Lally

Operations Manager

Kaleigh Caldwell

Client Service Assistant

Maribeth Sanchez

Service Assistant

Brittney Krailler

Client Service Assistant

Don't Navigate Your Financial Life Without a Guide.

Reach Out Today, And Book A Complimentary Retirement Review