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How We Work

Truly Independent

How We Work

How We Work

We are a Registered Investment Advisory and Financial Planning firm – and we are truly independent all the time.

We represent you and we do not take your trust lightly. We are independent but highly regulated. We are not a large financial conglomerate where you’d get lost in the shuffle and where you would not get personalized service. Do you feel that if you do not have a million dollars with a firm you get second class treatment? We value every client and desire to serve you, helping you to achieve your financial goals. We will always strive to give you the best service.
In good times and in bad the RIA is vested in the account with you, the client. Not all RIA’s or Financial Planners, or even professed Financial Advisors are independent all the time. You might ask why not? The reason is because not every RIA, Financial Planner or professed Advisor is strictly independent or non-biased in their advice or methods, the products they offer or the accounts they manage. When you have someone like a broker-dealer, a bank, or a captive National Brokerage firm limiting your choices, or requiring you to use proprietary funds, then you are not truly independent or focused on your client’s needs.

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Assurity Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Florida and the State of Louisiana in accordance and compliance with applicable securities laws and regulations. The firm may only transact business in states in which it is properly registered as an investment adviser or in which it is exempted or excluded from the registration requirement. Assurity Wealth Management, Inc. does not render personalized investment advice over the internet. In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services.

assurity wealth bradenton

(941) 739-5006

David Appleby

Assurity Wealth Management

Located in Assurity Plaza
2429 Manatee Ave East, unit #1
Bradenton, Florida 34208

© Copyright 2023 Assurity Wealth, David Appleby • Bradenton, Florida. All Rights Reserved.
Assurity Wealth Management (AWM) is an investment adviser dually licenses in the states of Louisiana and Florida. AWM only transacts business in states where it is registered, or where an exemption or exclusion from registration is available. Registration as an investment adviser does not constitute an endorsement of the firm by the State of Florida, nor does it indicate a particular level of skill or ability. Past performance is not indicative of future results, and investors should realize that investing in securities involves risk of loss. Money invested in securities is not guaranteed against such loss by any governmental or non-governmental organization. AWM is not a law firm and does not give legal advice. Insurance products are offered through Assurity Financial Group, an affiliated entity of AWM.  Tax advice is offered through BeeSure Tax Advisors, a professional tax practice affiliated with AWM.
More information about AWM’s investment advisory services can be found in its Form ADV Part 2 and Privacy Policy.
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