Broker Check

Networking Partners

At Fox Wealth Management Group we work with a variety of professionals from different backgrounds. This allows us to offer reliable, professional referrals to our clients. Whether you're looking for tax advice from a local CPA, update your legal documents with a local Attorney, or for any other need give our office a call and we will be more than happy to assist! Your Fox Wealth Management team will treat you like family, as well as help you get the service you deserve! 


CPAs


Jones & Company CPAs - https://www.jonescpas.com/

Jones & Company CPAs PA is a full service accounting and tax firm. We have been providing quality service to our clients since 1986. As a local firm with offices in Trinity, Tampa, and Land O'Lakes, we are involved with the community and charities and are proud to call our clients friends. Our clients are our best referral source. We offer many services including small business accounting, business and individual taxes, certified fraud examinations, business valuations, collaborative divorce financial neutral and homeowner and condominium services.


Trinity Tax Service - http://www.trinitytax.com/

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, business formation, financial planning and investment, real estate and business sales.


Brimmer, Burek, & Keelan, LLP - http://www.bbkm.com/

We provide assurance and attest services to privately held companies; tax services including income and estate tax planning, taxpayer representation, and tax return preparation and consulting in profitability enhancement as well as specialty consulting in business process and operations.


ATTORNEYS


Mortellaro Law - MortellaroLaw.com

VA Accredited Elder Law Attorney Michelangelo Mortellaro received his Bachelor of Science degree from the University of Phoenix in 2003. He received his Juris Doctor from Florida International University and graduated with honors in 2006. Mr. Mortellaro’s practice areas include: Estate Planning, Probate, Medicaid Asset Protection and VA Benefits.  The Law Office of Michelangelo Mortellaro P.A., helps families with their estate planning, probate and elder law legal needs.Michelangelo services clients in Tampa, Hillsborough County and throughout the adjoining counties. With 10 years experience in elder law, Michelangelo devotes his time and resources to educate the community and his clients on elder law affairs.


Gilmore Law - https://www.davidgilmorelaw.com/

David C. Gilmore is Board Certified in Wills, Trusts and Estates Law by the Florida Bar Board of Legal Specialization and Education. Mr. Gilmore concentrates his practice in Estate Planning; Estate and Trust Administration (advising the Trustee, Personal Representative or Beneficiaries in Trust or Probate Administration); Estate and Gift Tax Planning; Drafting Wills, Trusts and Advanced Directives; Real Estate Transactions; Business Law; Business Formation; and Business Planning.


Wollinka, Wollinka, & Doddridge PL - https://wollinka.com/

The law firm of Wollinka, Wollinka & Doddridge has been offering superior legal counsel and services to our clients in the Tampa Bay area since 1971, and continues to be one of the most respected law firms in the area. Integrity remains one of the firm’s longstanding traditions, along with excellence and personalized attention. We value our client relationships, and focus on achieving the best possible outcomes for our clients, whether it be resolving controversies, or engaging in strategic planning to prevent them.


ELDER CARE

Delzer, Coulter, & Bell, P.A. - https://www.delzercoulter.com/

The skilled lawyers at Delzer, Coulter & Bell, P.A., provide comprehensive legal services in the areas of estate planning and estate administration, including the preparation and filing of tax returns.  The firm’s attorneys’ expertise covers all related areas, including elder law, tax planning, trust law, Medicaid planning, special needs trust and veterans’ benefits.  Asset protection against estate and inheritance taxes requires assistance of attorneys with detailed knowledge of estate and tax laws.  As board certified legal specialists in elder law and wills, trusts and estates, the lawyers at Delzer, Coulter & Bell, P.A., provide a combination of experience and focus that allows them to give you the in-depth guidance that you require.


*Neither Summit nor any of its affiliates may give legal advice.

For a comprehensive review of your personal situation, always consult your legal advisor. 

**Networking services are not endorsed or warrantied by the firm.