Floridian Insurance

UBS in Fort Myers, FL, is a leading financial services firm offering a comprehensive range of wealth management and investment banking solutions tailored for distinguished investors, families, and corporate clients. With a commitment to creating superior value, UBS emphasizes expertise in advice, execution, and a dedication to sustainability and societal impact. The firm also provides asset management services across traditional and alternative asset classes, catering to private clients, intermediaries, and institutional investors. UBS is focused on leveraging insights and innovative strategies to navigate the complexities of the global financial landscape, ensuring clients are well-positioned in an ever-evolving market. Generated from the website

Sarasota Capital Strategies, based in Osprey, FL, is a fee-only State Registered Investment Advisor that has been serving clients since 2002. Led by President Anthony Welch, CFP, ChFC, and Vice President Andrew W. Welch, the company focuses on building deep and meaningful relationships with their clients, providing financial planning and investment management services to help families achieve their goals and enjoy a secure retirement. With over 30 years of experience, Tony Welch, along with his son Andrew, has created a client-centered culture where cutting-edge ideas are combined with a fiduciary approach, ensuring that every investment decision is made with the client's best interest in mind. As a trusted advisor, Sarasota Capital Strategies helps clients create financial plans, optimize Social Security benefits, manage risk through insurance, and consider annuities to protect against the risk of outliving their income.Generated from the website