Wealth Management

Financial Investment Strategy

Your Strategy Your Goals

Establishing a Financial Investment Strategy to Meet Your Goals

One of the primary determinants to portfolio performance is the asset allocation decision. Your asset manager must be prepared to evaluate the market continually to execute a successful asset allocation strategy. Successful investors have a process for extracting profits from the market.

They take a proactive approach to investing and have a plan for both strong and poor markets. Tactical Asset Management is a proactive risk-managed approach with a goal of providing our clients with returns superior to indexes or passively managed accounts.

Role of Asset & Wealth Management

Wealth management is intended to assist you in protecting and building wealth for retirement and future generations by evaluating your short and long-term financial needs.

Asset management based planning is an available service and includes:

Financial planning based on your life and overall financial needs.
Investment advice integrated with your long-term financial needs.
Retirement advice that includes your investment and business succession goals.
Income tax and cash flow planning.
We look forward to speaking with you about helping you achieve your Sarasota Financial Services goals. Please contact us for a no-obligation discussion to see if we can be of service.

<p>Potential Income from an IRA</p>

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Find Your Perfect Fit

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