Company Information

Get to know Sarasota Wealth and Tax Advisory

Sarasota Wealth & Tax Advisory is an independent, fee-only financial planning and investment management firm based in Sarasota, Florida. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Their mission is to help clients achieve their financial goals through a holistic approach that integrates financial planning, evidence-based investment strategies, and proactive tax advice. The firm was founded to provide transparent and objective guidance, free from the conflicts of interest associated with commission-based models.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Sarasota Wealth and Tax Advisory

United States

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.