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Stray From the Herd

Darwin Wealth Management's modern blueprint for investors.

At the crossroads of art and science, Darwin Wealth Management has engineered a distinctly untraditional approach to investing, one that rejects industry orthodoxy in favor of evolution, adaptation, and reinvention. Based in Tampa, Fla., and recently expanding to Westport, Darwin is led by three partners who built their careers by discarding the tired playbooks most firms cling to. Michael “Tino” Sorrentino, formerly a VP at Barclays Capital and Chief Investment Officer at a $7 billion advisory firm, joins forces with Remy and Michael Bartolotta, visionaries who transformed a small wholesale insurance startup into a top-tier national player. Together, they’ve created an investment platform grounded in first principles, agility, and client-centric customization.

“We’re not chasing trends,” says Tino. “We’re building frameworks that adapt as markets move. You need more than stocks and bonds to thrive in this economy. That’s not controversial. It’s reality.”

Darwin’s investment philosophy avoids the false comfort of rigid allocations or passive strategies that ignore modern risk factors. Instead, the firm offers a curated blend of traditional assets and alternative investments, giving qualified investors institutional-caliber access to private credit, equity, and hedged vehicles.

“We take good ideas and make them great,” says Remy. “That includes unlocking access to opportunities once reserved for those with institutional-level expertise, experience, and capital." Think: everything from emerging technologies, healthcare innovation, and energy infrastructure to sports franchises, music rights, and intellectual property. While such alternatives were once out of reach for most investors, Darwin now offers access at the retail level, creating entry points that have traditionally been inaccessible to individual investors.

“It’s not about abandoning the public markets. It’s about not being limited by them,” says Tino. “Natural selection drives markets. Investors must continually adapt to survive.”

This strategic reinvention doesn’t just apply to portfolios. Darwin’s planning process is equally progressive, rooted in purpose and clarity, not projections that expire the moment markets shift.

Using the latest tools in fintech, Darwin crafts dynamic plans that flex with life, not against it. At its core, Darwin is about deep relationships. That’s especially evident in Westport, where sophisticated, finance-literate clients demand more than cookie-cutter solutions. “Our clients want to invest in where the world is going, not where it’s been,” says Remy. “They expect a platform that’s tailored, not templated. That’s exactly what we deliver.”

Whether navigating transitions, reducing tax exposure, or building a meaningful legacy, Darwin remains focused on outcomes that go beyond performance. Their outcomes are measured in confidence, clarity, and the ability to sleep at night.

Because here, freedom means forgetting your finances, so you can focus on what truly matters.

For more, visit darwinwealth.com