Email
jjoia@waltersadvisors.com
Phone
941-366-4450
Disclaimer

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.

3277 Fruitville Road
Building E
Sarasota, FL 34237
United States

First Name
Douglas
Last Name
Walters
Company Description
We are Florida-based, tax-focused fiduciary financial advisors for individuals and families seeking customized long-term, tax-efficient wealth management solutions.