Sarasota, FL / Bradenton, FL

TAX-FOCUSED FINANCIAL ADVISORS

Proactively managing taxes for maximum returns at every step of your investment journey

financial planning

Our goal is to help individuals and families achieve their financial goals through comprehensive and personalized planning. Financial planning is not just about saving and investing but encompasses many areas, such as risk management, tax planning, retirement planning, estate planning, and more.

Investment planning

As both CPAs and Financial Advisors, we understand the importance of tax-efficient investment planning. We maximize investment returns and minimize taxes by utilizing tax-efficient investment vehicles, such as a combination of tax-advantaged investment accounts, and implementing tax-loss harvesting strategies. 

Retirement planning

We take a comprehensive approach to retirement planning, combining investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing a personalized retirement plan and staying on track, we can work together to build a financially secure retirement regardless of your life stage.

TAX-ORIENTED FINANCIAL PLANNING

Our clients are primarily concerned about their returns after taxes. As part of our tax-oriented financial planning, we deal with tax-related issues at every step of the process. These include:

Why Choose us?

As dual-credentialed CPAs and Fiduciary Financial Advisors, we offer a comprehensive approach to wealth management. By seamlessly integrating tax strategy and investment planning, we work to maximize your return on investment and ensure your retirement security, all under one roof, eliminating the need for coordination with multiple financial professionals.

Our CPA training and continuing education give us the expertise to defer, minimize or eliminate taxes for our clients where possible.

We advocate a sound, academically based approach to managing wealth called evidence-based investing.

As registered investment advisors, we are legally bound to operate solely in your best interest.

OUR TEAM

Our CPA-driven advisors have a wealth of experience in both accounting and wealth management to deliver the best of both worlds.

Doug Walters, CPA

Managing Partner

Jose Joia

Wealth Advisor

We manage assets for individuals and families, providing investment management, and financial planning services.

OUR BLOG

Feel free to peruse our timely and informative financial and tax articles designed to answer the questions you didn’t know you had. 

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