Sarasota Office

Sarasota Office

8433 Enterprise Circle, Suite 100
Lakewood Ranch, FL 34202
941.248.1251

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*Notice: Clicking on the links in the map above will take you directly to Google Maps and result in you leaving Courier Capital’s website.
 
 

Welcome to our Sarasota Office

Courier Capital | Registered Investment Adviser

 
Serving clients across Lakewood Ranch, Sarasota, Bradenton and Florida's Gulf Coast, our team provides personalized wealth management and investment advisory services built around each client's unique goals. As one of the fastest-growing business and residential communities in Southwest Florida, Lakewood Ranch offers an ideal location to support clients throughout the region.
 
 
 

What We Deliver

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Investment Advisory

Active and passive investment strategies tailored to client needs, as well as risk-controlled investment management with comprehensive, transparent portfolio reporting. 

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Wealth Management & Planning

 Comprehensive financial and estate planning for individuals and families using the most sophisticated strategies and planning tools in the industry. 

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Retirement Plan Fiduciary Oversight

Services for 401(k), 403(b), and Deferred Compensation plans that include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support. 

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Institutional Asset Management & Consulting

Customized portfolio management that aligns with the investment and spending policies of the institution whether it be a foundation, endowment or corporate account.

 
 

Local Leadership

James Iglewski
President

Steven Gattuso, CFA, CFP®, CMA
Chief Investment Strategist & Managing Director

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