Practicing since 2013
Fee-only fiduciary
Naples, Florida
A private, fee-only wealth practice for households moving from building wealth to living on it — designing the coordinated retirement paycheck system that ties together income, taxes, Social Security, and portfolio.
Most affluent retirees plan to leave significant wealth to their children. Most have never had a substantive conversation about what the wealth is or what it’s meant to do.
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"Accumulation is taught everywhere. Distribution is taught nowhere. The advisor who got you to retirement is often not the advisor who can help you live in it — the skills are different, the math is different, and many of the mistakes are irreversible."
Each chosen because it rewards coordinated attention — and punishes the absence of it.
Social Security timing, pension elections, withdrawal sequencing, and RMDs — mapped into a coordinated monthly income stream so you know exactly where every dollar comes from.
Identifying and sizing conversions inside the narrow window between retirement and Required Minimum Distributions. The corridor is finite, and the cost of inaction compounds.
Bracket management, capital gains harvesting, qualified charitable distributions, asset location, and coordination with your CPA. Thinking in 5- to 15-year tax windows, not single years.
The shift from accumulation to decumulation. Sequence-of-returns risk, downside protection, and cash structure. A bias toward low-cost, broadly diversified ETFs and index funds.
A withdrawal framework that adjusts to portfolio reality rather than rigidly following a fixed percentage. The static 4% rule is the wrong operating model for real retirees.
Beneficiary hygiene, the Roth advantage for surviving spouses, trust coordination, and the disproportionate financial burden a surviving spouse faces after a death.
A coordinated approach to turning a lifetime of saving into a reliable monthly paycheck — one that draws from the right accounts in the right order, manages taxes across the full retirement horizon, and adjusts as life unfolds.
A practicing financial advisor since 2013. Corso Wealth is built around one thing: helping people who've already done the hard work of saving, transition into a retirement income system they can actually trust.
Trent practices through Savvy Advisors, Inc., an SEC-registered investment advisor with over $6 billion in assets under management.
Most affluent retirees plan to leave significant wealth to their children. Most have never had a substantive conversation about what the wealth is or what it’s meant to do.
Read essay →A thirty-year retirement is not thirty evenly weighted years. The first five carry disproportionate weight — and the same market downturn that’s forgettable in year 25 can be uncorrectable in year 3.
Read essay →A career gives you a default architecture for a week. Retirement removes that architecture in a single afternoon — and what’s left isn’t freedom.
Read essay →Thirty minutes. No pitch. The goal is to see whether Corso is the right fit for what you’re working on.
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