{"id":394867,"date":"2024-12-07T19:36:02","date_gmt":"2024-12-07T19:36:02","guid":{"rendered":"https:\/\/www.sarasotawealthadvisory.com\/?page_id=394867"},"modified":"2025-08-11T20:56:45","modified_gmt":"2025-08-12T00:56:45","slug":"wealthmanagement","status":"publish","type":"page","link":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wealthmanagement\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"

\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>
\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\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
\n

Wealth Management<\/strong><\/span><\/h1>\n

Financial technology is developing at a rate like never before. With the tools and resources available today, we can better provide smart portfolio management that has, historically, never been possible like it is right now. At Sarasota Wealth Advisory, our money management is intelligent, proactive, and simple.<\/strong><\/p>\n<\/div>\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\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\"\"<\/span>\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\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
\n
\n
\n
\n

Wealth Management<\/span><\/strong><\/h1>\n

Financial technology is developing at a rate like never before. With the tools and resources available today, we can better provide smart portfolio management that has, historically, never been possible like it is right now. At Sarasota Wealth Advisory, our money management is intelligent, proactive, and simple.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section><\/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\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\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>
\n
\n
\n

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><\/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-394867","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\/394867","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=394867"}],"version-history":[{"count":5,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages\/394867\/revisions"}],"predecessor-version":[{"id":395229,"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/pages\/394867\/revisions\/395229"}],"wp:attachment":[{"href":"https:\/\/www.sarasotawealthadvisory.com\/index.php\/wp-json\/wp\/v2\/media?parent=394867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}