Sarasota Wealth Advisory

Sarasota Wealth Advisory is the only advisory firm in Sarasota that has been chosen to offer AssetLock™. AssetLock™ is a patented revolutionary asset-protection program that monitors entire portfolios daily and can help protect you from stock market downturns and volatility. With AssetLock™ you know the maximum you can lose before you invest your first dollar! This is not a stop loss strategy, which studies show can be detrimental. In addition I show business owners and professionals how to have a 100% tax deduction on up to 75% of income using an IRS approved retirement plan and receive a lifetime income stream from this plan completely tax free. There are only a handful of advisors nationwide that know about these strategies, which is why I intentionally set up my firm to be different than all the rest. As we all know in business being different can generally lead you to results you haven't seen yet. Sarasota Wealth Advisory is committed to providing the most up-to-date financial information and personal solutions for people who want to have the very best retirement planning, whether you are far from retirement, are getting close to retirement or have already retired. Our number one goal is to make sure that we offer the very best advice so you can have the right plan that will work best for you. Sarasota Wealth Advisory takes a fiduciary approach to retirement planning and can help give you the security and flexibility you need to develop a custom retirement portfolio. Our in-depth knowledge and many years of experience in wealth accumulation, investment management, retirement planning, asset protection, tax planning, estate planning, life insurance strategies and family financial planning will provide the diversity you need in your retirement planning portfolio so you can realize the retirement of your dreams.