News & Insights

“I want to make a shout-out to all advisors: Despite, or perhaps even because of the hardship the coronavirus pandemic has caused us all, this should be a time of reflection and re-evaluation; a realization that where we live, work and play are all choices.”

“We had keen interest from our clients for more flexibility surrounding investments and services… We followed the evolution of the independent space…  We are excited to utilize the technological tools that allow client data aggregating as well as financial modeling. And we wanted to create a strategy around succession planning.”

Matt Kilgroe’s team launched a registered independent advisor (RIA) – Cyndeo Wealth Partners – as part of the Dynasty Financial Partners network. The RIA provides investment management and financial planning services to a client roster that includes professional athletes, executives, and business and landowners.

“The big firms have a lot of legacy applications, so they can’t pivot and be nimble, and independent firms, they don’t have to worry about changing legacy systems along the way.”

Led by Matt Kilgroe, the St. Petersburg, Florida-based team, includes seven other advisors and six support members, advises sports and entertainment professionals.

Cyndeo has a number of old land-owning Florida families as clients, its seven advisers also work with corporate executives, business owners, and professional athletes in about 40 U.S states. Kilgroe’s team is relatively young — two in their 50s, two in their 40s, and three in their 30s– but the firm is also interested in […]

Cyndeo has selected Fidelity Institutional as its custodian. In addition, Cyndeo is part of the Dynasty Financial Partners network. Through Dynasty, the firm has access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting advanced technology and proprietary analytical tools, and an […]