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About Us

Our Story

Bill Chase founded our practice in the January 1979. Fresh out of college, the former wide receiver at Syracuse University moved from New York to Sarasota, and started to build his personal and professional relationships. Working at first with physicians, attorneys, and business owners, Bill soon developed a reputation and expertise in estate planning strategies. Over the years, as his clients’ needs expanded, so did his service offering to include investments, insurance, and financial planning.

The truth about money is…
You want to thrive, not just survive.

Meet The Team

William J. Chase III, CLU, ChFC
President & CEO
O: 941-366-8399
F: 941-366-8874
Read my bio… 

*Authorized for accountancy services in the the state of Florida. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.