Trusted Guidance Through Life’s Financial Journey

My team and I are deeply committed to guiding our clients and their families through life’s financial journey with heartfelt care and understanding. Our boutique firm’s unique approach fosters meaningful relationships that honors the values and legacy that span generations. We help you build a secure future, so you and your family can live lives of purpose and fulfillment.

Our vision is to help clients achieve their dreams by creating the most thoughtful, innovative, and client-centric financial planning practice in the country.

Who We Work Best With

  • Driven Professionals
  • Business Owners & Entrepreneurs 
  • Multi-Generational Families

We are licensed in over 20 states: FL, MO, CA, AL, AZ, CO, DE, GA, IN, ME, MI, NV, NH, NJ, NY, NC, SC, PA, TN, TX, UT, VA

We’re top ranked by Forbes!

Forbes has recognized Michael Calamaras as one of the top financial security professionals in Florida. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Forbes Top 100

Here are recent media publications in which we've contributed

Voyage Tampa: Inspiring Conversations with Michael Calamaras

Voyage Tampa Article

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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