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Our Sarasota Branch

Have questions? Feel free to contact us.

We are proud to serve the Sarasota community with our comprehensive approach to wealth management. Pay us a visit or give us a call and let us help you take the first step toward financial success.

CALL US
941-366-4450

WRITE US
jjoia@waltersadvisors.com

VISIT US
3277 Fruitville Rd # E
Sarasota, FL 34237

All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. We receive no compensation from them. You can check your portfolio 24/7 on their website. We will have limited power of attorney to execute transactions on your behalf.

We are Florida-based, tax-focused fiduciary financial advisors for individuals and families seeking customized long-term, tax-efficient wealth management solutions.

Contact

Sarasota
3277 Fruitville Rd # E
Sarasota, FL 34237
941-366-4450

St. Petersburg
5858 Central Ave
St. Petersburg, FL 33707
941-751-4224

Disclosures

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.