{"id":394798,"date":"2024-12-04T13:44:32","date_gmt":"2024-12-04T13:44:32","guid":{"rendered":"https:\/\/www.sarasotawealthadvisory.com\/?page_id=394798"},"modified":"2025-08-11T20:53:10","modified_gmt":"2025-08-12T00:53:10","slug":"services","status":"publish","type":"page","link":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/services\/","title":{"rendered":"Services"},"content":{"rendered":"<p><div class=\"et_d4_element et_pb_section et_pb_section_0  et_pb_css_mix_blend_mode et_section_regular et_block_section\" >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_d4_element et_pb_row et_pb_row_0  et_pb_css_mix_blend_mode et_block_row\">\n\t\t\t\t<div class=\"et_d4_element et_pb_column_4_4 et_pb_column et_pb_column_0  et_pb_css_mix_blend_mode et-last-child et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_0  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1><span style=\"color: #003366;\"><strong>Our Services<\/strong><\/span><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_d4_element et_pb_row et_pb_row_1  et_pb_css_mix_blend_mode et_block_row\">\n\t\t\t\t<div class=\"et_d4_element et_pb_column_1_2 et_pb_column et_pb_column_1  et_pb_css_mix_blend_mode et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_1  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p><span style=\"color: #000000;\"><strong>For many people, retirement is a time of both hope and worry. Hope that savings and investments will provide a comfortable retirement, and worry that you may run out of money later in life. Retiring on the hope things will turn out the way you want them to can be stressful without a proper plan.\u00a0<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>With Sarasota Wealth Advisory, you have an experienced team of seasoned investment professionals held to a fiduciary standard who conduct the analysis and work directly with you to help optimize and protect your financial goals.<\/strong><\/span><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_d4_element et_pb_column_1_2 et_pb_column et_pb_column_2  et_pb_css_mix_blend_mode et-last-child et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_2  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><div class=\"col-lg-6 \">\n<p><strong><span style=\"color: #000000;\">At Sarasota Wealth Advisory, we provide comprehensive planning that helps coordinate your financial picture, working with your attorney, accountant, banker, and insurance agent to synchronize your plans for the future.<\/span><\/strong><\/p>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_d4_element et_pb_row et_pb_row_2  et_pb_css_mix_blend_mode et_block_row\">\n\t\t\t\t<div class=\"et_d4_element et_pb_column_4_4 et_pb_column et_pb_column_3  et_pb_css_mix_blend_mode et-last-child et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_3  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1 class=\"pb-3\"><span style=\"color: #003366;\"><strong>Areas of Focus<\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\"><strong>Our goal at Sarasota Wealth Advisory is to provide practical solutions and investment advice, and we assist with every aspect of your retirement plan, such as strategy, structure, implementation, and ongoing monitoring and guidance. We provide services for the following:<\/strong><\/span><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_d4_element et_pb_row et_pb_row_3  et_pb_css_mix_blend_mode et_block_row\">\n\t\t\t\t<div class=\"et_d4_element et_pb_column_1_4 et_pb_column et_pb_column_4  et_pb_css_mix_blend_mode et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_image et_pb_image_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap \"><img loading=\"lazy\" decoding=\"async\" width=\"510\" height=\"412\" src=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_retirement.jpg\" alt=\"\" title=\"small_retirement\" srcset=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_retirement.jpg 510w, https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_retirement-480x388.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 510px, 100vw\" class=\"wp-image-394808\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_4 et_clickable  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p style=\"text-align: center;\"><a href=\"https:\/\/www.sarasotawealthadvisory.com\/index.php\/retirement-plannig\/\" target=\"_blank\" rel=\"noopener\" title=\"Retirement Planning\"><span style=\"color: #000000;\"><strong>RETIREMENT PLANNING<\/strong><\/span><\/a><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_d4_element et_pb_column_1_4 et_pb_column et_pb_column_5  et_pb_css_mix_blend_mode et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_image et_pb_image_1\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap \"><img loading=\"lazy\" decoding=\"async\" width=\"508\" height=\"412\" src=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_wealthman.jpg\" alt=\"\" title=\"small_wealthman\" srcset=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_wealthman.jpg 508w, https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_wealthman-480x389.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 508px, 100vw\" class=\"wp-image-394807\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_5  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p style=\"text-align: center;\"><span style=\"color: #000000;\"><strong><a href=\"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wealthmanagement\/\" target=\"_blank\" rel=\"noopener\" title=\"Wealth Management\">WEALTH MANAGEMENT<\/a><br \/><\/strong><\/span><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_d4_element et_pb_column_1_4 et_pb_column et_pb_column_6  et_pb_css_mix_blend_mode et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_image et_pb_image_2\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap \"><img loading=\"lazy\" decoding=\"async\" width=\"510\" height=\"412\" src=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_insurance.jpg\" alt=\"\" title=\"small_insurance\" srcset=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_insurance.jpg 510w, https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_insurance-480x388.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 510px, 100vw\" class=\"wp-image-394806\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_6  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p style=\"text-align: center;\"><a href=\"https:\/\/www.sarasotawealthadvisory.com\/index.php\/insuranceplanning\/\" target=\"_blank\" rel=\"noopener\" title=\"Insurance Planning\"><span style=\"color: #000000;\"><strong>INSURANCE PLANNING<\/strong><\/span><\/a><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_d4_element et_pb_column_1_4 et_pb_column et_pb_column_7  et_pb_css_mix_blend_mode et-last-child et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_image et_pb_image_3\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap \"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"414\" src=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_taxstr.jpg\" alt=\"\" title=\"small_taxstr\" srcset=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_taxstr.jpg 512w, https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/small_taxstr-480x388.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 512px, 100vw\" class=\"wp-image-394805\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_7  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p style=\"text-align: center;\"><span style=\"color: #000000;\"><strong><a href=\"https:\/\/www.sarasotawealthadvisory.com\/index.php\/taxstrategies\/\" target=\"_blank\" rel=\"noopener\" title=\"Tax Strategies\">TAX STRATEGIES<\/a><br \/><\/strong><\/span><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_pb_with_border et_d4_element et_pb_section et_pb_section_2 barbra_blog_1 barbra_homepage12_blog_1 et_pb_with_background  et_pb_css_mix_blend_mode et_section_regular et_block_section\" >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_d4_element et_pb_row et_pb_row_4  et_pb_css_mix_blend_mode et_block_row\">\n\t\t\t\t<div class=\"et_d4_element et_pb_column_4_4 et_pb_column et_pb_column_8  et_pb_css_mix_blend_mode et-last-child et_block_column\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_d4_element et_pb_text et_pb_text_8  et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p><strong><span style=\"color: black;\">Investment advisory services offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to<span style=\"color: #000080;\"> <a href=\"https:\/\/adviserinfo.sec.gov\" style=\"color: #000080;\">https:\/\/adviserinfo.sec.gov <\/a><\/span>and search by our firm name or by our CRD #175083.<\/span><\/strong><o:p><\/o:p><\/p>\n<p><span style=\"color: #000080;\"><strong><a href=\"https:\/\/adviserinfo.sec.gov\/firm\/summary\/175083\" target=\"_blank\" rel=\"noopener\" style=\"color: #000080;\">Form ADV Part 2A<\/a><\/strong><\/span><o:p><\/o:p><\/p>\n<p><span style=\"color: #000080;\"><strong><a href=\"https:\/\/reports.adviserinfo.sec.gov\/crs\/crs_175083.pdf\" target=\"_blank\" rel=\"noopener\" style=\"color: #000080;\">Form CRS<\/a><\/strong><\/span><o:p><\/o:p><\/p>\n<p><strong><span style=\"color: black;\"><a href=\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2025\/07\/FIA-Privacy-Policy.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: navy;\">Privacy Policy<\/span><\/a><\/span><\/strong><o:p><\/o:p><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_d4_element et_pb_section et_pb_section_3  et_pb_css_mix_blend_mode et_pb_fullwidth_section et_section_regular et_block_section\" >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-394798","page","type-page","status-publish","hentry"],"dsm_author":{"name":"carmen","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/64f7eeaddec46fc55c52a2796f9d71b989aeeb0a959a8f6072b242f45b87bd12?s=96&d=mm&r=g","archive_link":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/author\/carmen\/","biodata":""},"dsm_categories":[],"dsm_attachment_categories":[],"dsm_featured_image":null,"dsm_comment_count":0,"_links":{"self":[{"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages\/394798","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/comments?post=394798"}],"version-history":[{"count":8,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages\/394798\/revisions"}],"predecessor-version":[{"id":395228,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages\/394798\/revisions\/395228"}],"wp:attachment":[{"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/media?parent=394798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}