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Phone: (813) 678-5330
Address: 500 N Westshore Blvd, Suite1015, Tampa FL 33609
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Contact@trg.group
(813) 678-5330

500 N Westshore Blvd, Suite 1015, Tampa FL 33609

8470 Enterprise Circle, Suite 102-B, Lakewood Ranch FL 34202

500 S Florida Ave, Suite 402, Lakeland FL 33801

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This website is a publication of Transparent Wealth Management, LLC. Advisory services are offered through Aegis Wealth Management, Inc., an SEC registered investment adviser, and Transparent Wealth Management, a Florida registered investment adviser. The firms only conduct business in states where they are properly registered or are excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Financial professionals may be registered with both Aegis Wealth Management, Inc. and Transparent Wealth Management, LLC. Neither firm is engaged in the practice of law or accounting. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. Insurance products are subject to fees and additional expenses.

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