Island Wealth Advisors

Island Wealth Advisors, LLC is a distinguished financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. Founded by John F. "Trip" Hargraves, III, our team brings together a wealth of experience and expertise in the finance and investment industry. We take pride in our strong finance professional background, holding a Bachelor of Business Administration (BBA) focused in Accounting and Finance from Georgia Southern University.

At Island Wealth Advisors, we prioritize building genuine relationships with our clients. We understand that every client is unique and deserves personalized attention. That's why we offer tailored financial solutions that address their specific needs and goals. With our all-inclusive, seamless support, we help our clients accumulate, grow, and transfer their wealth with confidence.

As experienced investment advisors and retirement plan consultants, we specialize in deferred compensation, retirement planning, and advanced retirement plan construction and design for 401(k) and 403(b) plans. We are also skilled in correcting retirement plan design errors, ensuring that our clients' plans are compliant with non-discrimination testing requirements.

Securities and investment advisory services are offered through Brokers International Financial Services, LLC, a member of the Securities Investor Protection Corporation (SIPC). While Brokers International Financial Services, LLC is not an affiliated company, we maintain a close working relationship to ensure that our clients receive the best possible service.

Personal Wealth Management Services

At Island Wealth Advisors, we offer a wide range of personal wealth management services designed to meet the unique needs of each individual and family. Our comprehensive financial planning services cover all aspects of your financial life, from investment management and retirement planning to estate planning and charitable giving. We work closely with you to understand your financial goals, risk tolerance, and investment preferences. With this information, we develop and implement customized financial solutions to help you achieve your financial dreams.

We also offer specialized services for Florida DROP Plan participants. As experienced Florida DROP Plan advisors, we help participants make informed decisions concerning their DROP distributions. With our guidance, you can maximize the benefits of the Florida DROP Plan and ensure a smooth transition into retirement.

Business and Institutional Wealth Management Services

Island Wealth Advisors offers a full range of wealth management services for businesses and institutions. We specialize in designing and administering customized retirement plans for your organization. Our retirement plan services handle all aspects of the plan, from daily ongoing tasks to alleviate the burden for your business. With our expertise, we can help design all types of 401(k) plans, including safe harbor, new comparability, profit sharing, and cash balance plans. We work closely with you to ensure that your retirement plan is tailored to the specific needs of your organization and employees.

We also provide custody services for businesses and institutions. Our custody services include safekeeping of assets, collection of dividends and interest, and execution of trades. We work diligently to ensure the security and growth of your assets while providing exceptional customer service.