Your Success is Our Business. Meet Your
Wealth Advisory Team.
Erik Bonnett and Jason Adams are the founding partners of Tripletail Wealth Management, an investment advisory firm built on decades of experience at large financial institutions. Encouraged by long-standing clients to bring a more personal approach to wealth management with unfiltered investment options, they launched an independent Registered Investment Advisor to deliver tailored, fiduciary-first advice.
Erik combines deep knowledge of trust, tax, and wealth‑transfer strategy with a practical, client-focused mindset. Jason brings advanced technical skills in portfolio construction and comprehensive financial planning. Together, they translate institutional rigor into clear, actionable plans for families and individuals.
As a two-person firm, Tripletail offers a hands-on, family‑office client experience without the bureaucracy or hidden agenda of larger firms. The team is direct, diligent, and compassionate, designing transparent strategies that reflect each client’s priorities, risk tolerance, and long-term goals.
Tripletail is proud to mark six years as an independent RIA as of November 2025, a milestone made possible by the trust and encouragement of our clients. We remain committed to earning that trust every day through thoughtful advice and attentive service.
Investment Advisor Representative, Founder
Jason Adams
As Portfolio Manager and investment advisor, Jason brings over 20 years of experience in banking, investment management, financial planning, and portfolio construction to the Tripletail team. Having worked with renowned banking and wealth management institutions, Jason combines his expertise with a client-first, boutique approach. He resides in the College Park neighborhood of Orlando with his wife, Sarah, and their three children.
Investment Advisor Representative, Founder
Erik Bonnett
Erik serves clients with experience in estate planning, wealth transfer, and trust construction. Earning a J.D. and LL.M. in taxation from the University of Florida, he practiced at a FL-based law firm before transitioning his career into wealth management and trust administration with Regions Private Wealth for over 9 years. Originally from Winter Haven, Erik now lives in the College Park neighborhood of Orlando with his wife, Rachel, and their three children, Graham, Drew, and Brooke.
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