Walters Strategic Advisors
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Contact Walters Strategic Advisors

Call, email, or schedule a consultation directly online.

Email

jjoia@waltersadvisors.com

Business Hours

Monday–Friday
9:00 AM–5:00 PM Eastern Time

Our Offices

Sarasota

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

St. Petersburg

2849 Executive Drive, Suite 200 – 210
Clearwater, FL 33762
(941) 751-4224

Ready to get started?

Schedule a free consultation and we will show you what a coordinated financial plan looks like for your situation.

Schedule a Consultation

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.