On behalf of all of us here at Trademark Capital, I would like to welcome you to our website and to our company.  We sincerely appreciate your interest.

 

When dealing with financial matters, most people tread cautiously wondering what financial advisors are really selling. Too often people have been burned by the salesperson hiding behind the consultant mask. 

 

We’ve always figured that providing solid financial advice that is not tied to the sale of financial products just makes good common sense. So far, it’s been working out for us. We have clients across the country and internationally, we have a strong presence regionally throughout the Tampa Bay area and we are proud to be the largest firm of our kind* in Pasco County, in terms of total assets entrusted to our management.  The majority of our new clients come from referrals provided by long-term clients and professional relationships. Even competitors occasionally send us a client if they don’t have the expertise to handle some of the more complex issues that people face.

 

Over the past few decades, we’ve worked very hard to provide clarity and instill confidence. Personally, the greatest reward comes from knowing we’ve made a difference in someone’s life - from the very first step of assessing life goals to their ultimate achievement.  It starts with peace of mind and knowing you’re on track and then concludes with the joy of accomplishment. I’ve experienced the pleasure of celebrating the graduation of a client’s son or daughter, the experience of helping people conquer the fear of entering retirement, and the experience of working with families through the settlement of a loved one’s estate.

 

After you’ve looked around our site, please don’t hesitate to email us at info@trademarkcapital.com or call us at 727-772-9500 if you have any questions or think we may be able to help you. We wish you every success with your financial future, and are ready to help you plan your goals. Let’s see what we can accomplish together.

 

Sincerely,                                                     

Steve Athanassie, CFP, AIF
President/CEO