{"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":"

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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>
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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

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>

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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>

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Areas of Focus<\/strong><\/span><\/h1>\n

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>

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RETIREMENT PLANNING<\/strong><\/span><\/a><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>

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WEALTH MANAGEMENT<\/a>
<\/strong><\/span><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>

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INSURANCE PLANNING<\/strong><\/span><\/a><\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>

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TAX STRATEGIES<\/a>
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Investment advisory services are offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.<\/i><\/span><\/p>\n

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. 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 exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to\u00a0<\/i>https:\/\/adviserinfo.sec.gov<\/i><\/a>\u00a0and search by our firm name or by our CRD #175083.<\/i><\/span><\/p>\n

Form ADV Part 2A<\/a><\/strong><\/span><\/p>\n

Form CRS<\/a><\/strong><\/span><\/p>\n

Privacy Policy<\/span><\/a><\/span><\/strong><\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>

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