Today is the 4th of March, 2026, and big news is making waves in the world of wealth management in Florida! Florida Trust Wealth Management has recently appointed Steven M. Stauss as their new Vice President. This strategic move is set to enhance the firm’s Wealth Services team, where Stauss will engage with both current and prospective clients to assess their wealth management needs.
Steven Stauss joins Florida Trust from Gulfshore Insurance / Acrisure in Naples, where he served as a client advisor. His extensive background in personal and commercial insurance, particularly within the luxury home construction, golf club, and manufacturing sectors, positions him as a valuable asset. Billie Ann Porter, President of Florida Trust in Naples, has praised Stauss for his expertise in risk management solutions, which will undoubtedly benefit the firm’s clientele.
About Florida Trust Wealth Management
Florida Trust Wealth Management is an independent, state-certified trust company, managing over $5.5 billion in assets. Celebrating 25 years in business, the firm has evolved from its previous names, such as The Sanibel Captiva Trust Company, and is now known for its commitment to helping families preserve, grow, and protect their wealth. Operating along Florida’s Gulf Coast, Florida Trust boasts a remarkable client retention rate of 98%, a testament to its quality service and trustworthiness.
The firm operates as a conflict-free fiduciary, ensuring that no proprietary products are sold, which allows for unbiased advice tailored to each client’s unique situation. Their diverse team includes 7 Certified Public Accountants (CPAs), 9 CERTIFIED FINANCIAL PLANNER® practitioners (CFP®), 8 Chartered Financial Analysts (CFAs), 6 Certified Trust and Fiduciary Advisors (CTFAs), and 5 attorneys (J.D.s), all dedicated to providing comprehensive financial planning and investment services focused on long-term growth.
Services Offered
Florida Trust Wealth Management provides a wide array of services, including Family Office Services for business owners and multi-generational families, Trusts & Estates management, retirement and IRA planning with tax-efficient strategies, and comprehensive financial planning. Their investment services are geared toward long-term management, ensuring clients can navigate the complexities of wealth accumulation and preservation.
In addition, the firm recently hosted the 2026 Florida Trust Economic Outlook event on January 30, 2026, where experts discussed global markets and economic trends, further underscoring their commitment to keeping clients informed and prepared for the future. For more details about the firm, you can visit their official website here.
Philanthropic Efforts and Community Engagement
Steven Stauss is not just a professional dedicated to wealth management; he has also been recognized for his philanthropic efforts, particularly in fundraising for cancer and Alzheimer’s research. Originally from Upstate New York, Stauss’s commitment to community and charitable initiatives aligns perfectly with Florida Trust’s values as they continue to serve the communities along Florida’s Gulf Coast.
As wealth management continues to evolve, firms like Florida Trust Wealth Management are positioned to lead the charge, offering tailored, transparent solutions that reflect the needs and goals of their clients. With Steven Stauss on board, the firm is set to advance its mission of providing top-notch wealth management services.
For those interested in professional wealth management, it’s worth noting that firms such as Deutsche Bank also offer comprehensive asset management services, emphasizing a clear investment philosophy, professional asset control, and absolute transparency regarding investment solutions and costs. You can learn more about their offerings here.