Amy’s why.
Our team
Specialized expertise. One relationship.
AimWell is intentionally team-based because great advice isn't created by one person. It's the result of a team working together on your behalf.
A retirement decision can affect taxes, investments, cash flow, and estate planning. An inheritance can create financial, family, and behavioral considerations. A business transition can reshape risk, retirement planning, and what you want your next chapter to look like.
That's why AimWell draws on specialized expertise across the team as each client's needs evolve. Clients receive coordinated guidance and a relationship that stays personal, without having to manage all the moving pieces on their own.
Local by design
Close enough to pay attention.
AimWell serves clients from offices in St. Petersburg and Tampa, with deep roots throughout the Tampa Bay community.
Our founder, Amy Powell, has lived in Florida since she was five, and local involvement has long been part of how she thinks about both life and work.
Our local presence keeps us close to the people, organizations, and conversations shaping the communities we serve.
Meet the people behind the plan.
Tell us what’s on your mind. We’ll get to know what you’re looking for, explain how AimWell works, and determine together whether we’re a good fit.