Tenax WealthÂ
Tenax Wealth is an independent wealth management firm focused on helping clients build and preserve wealth through disciplined investment management and thoughtful financial planning.
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The firm takes a long-term approach to wealth management, helping clients align their investments with their broader financial goals and priorities.
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Located in downtown Tampa near Water Street and Sparkman Wharf, Tenax Wealth serves clients through personalized advice, objective guidance, and a commitment to long-term relationships.
Founder & Wealth Advisor
Steve helps clients build and preserve wealth by coordinating investment management, retirement planning, tax planning, estate planning, and insurance planning into a comprehensive financial strategy.
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His approach begins with understanding each client's goals, priorities, and concerns, then developing a strategy designed to bring clarity and direction to their financial lives.
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A retired Army officer, he continues to draw on that experience today, bringing a focus on discipline, structure, and long-term thinking to the planning process.
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Before launching Tenax Wealth, he spent nearly three years with Edward Jones, where he worked with clients on investment management, retirement planning, and other complex financial decisions. He later transitioned to an independent model to provide greater flexibility, broader planning capabilities, and a more personalized client experience.
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He holds a Bachelor of Science in Business Management from the University of Phoenix and a Master of Business Administration (MBA) from Webster University.
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His goal is simple: help clients make smart financial decisions, build confidence in their financial future, and stay focused on what matters most.