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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

Grace Advisory Group is a financial services firm based in Port Charlotte, FL, offering comprehensive financial planning and wealth management solutions. Led by Bob Grace, the team at Grace Advisory helps clients design personalized retirement strategies to achieve their unique goals and enjoy a worry-free retirement. With their Retirement by Design process, Grace Advisory examines clients' current financial situations and provides custom strategies to ensure they have enough income in retirement. As independent financial architects, they offer both insurance and investment services, helping individuals make informed decisions and navigate the complexities of retirement planning.Generated from the website

HistoryIn our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education and experience to help meet clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.SpecialtiesWith the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. Using our unique and disciplined approach to investing we can work with nearly any individual or business to meet their financial needs.