Alma Wealth Management (Asset Life Management Associates, operating as a fiduciary through SEC-registered Kestra Advisory Services, LLC, CRD #283330, SEC File #801-56126, and Kestra Investment Services, LLC, CRD #42046) is a multi-generational boutique wealth management and retirement planning firm located at 81681 Old Highway, Suite 102 in the Village of Islands, Islamorada, Florida. Led by Founder and CEO Joseph Anthony Jiovenetta (CRD #1242350, registered since 1984) and President Vincent Mark Jiovenetta, CFP® (CRD #6722316), the practice serves affluent retirees, business owners, and coastal families across Islamorada (33036), Upper Matecumbe Key, Plantation Key, and Lower Matecumbe Key with CFP® retirement distribution architecture, estate and trust life-insurance liquidity structuring, Florida residency transitions, and tax-efficient wealth preservation.
Official Verification Sources: SEC IAPD — Vincent Mark Jiovenetta, CFP® (CRD# 6722316); SEC IAPD — Joseph Anthony Jiovenetta (CRD# 1242350); Alma Wealth Management — Islamorada
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Alma Wealth Management provides fiduciary investment advisory services through SEC-registered Kestra Advisory Services, LLC (CRD #283330, SEC File #801-56126) from 81681 Old Hwy, Ste 102, Islamorada, FL 33036.
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: President and Partner Vincent Mark Jiovenetta, CFP® (Individual CRD #6722316) and Founder/CEO Joseph Anthony Jiovenetta (Individual CRD #1242350, registered since 1984) are active SEC Investment Adviser Representatives in Islamorada.
Factual details and direct answers about Alma Wealth Management's services, licensing, and credentials.
Where is Alma Wealth Management located in Islamorada?
Alma Wealth Management is located at 81681 Old Hwy, Suite 102, Islamorada, FL 33036 (Upper Matecumbe Key), led by Vincent M. Jiovenetta, CFP® (CRD #6722316) and Joseph A. Jiovenetta (CRD #1242350).
What specialized planning does Alma Wealth Management offer Islamorada retirees and business owners?
The firm combines CFP® fiduciary retirement cash-flow modeling with estate liquidity engineering, irrevocable trust insurance structuring, business exit planning, and tax-optimized RMD and Roth conversion strategies.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.