Financial Advisors in Lutz, Florida (Hillsborough County)

White Oaks Wealth Advisors simplifies the complexities of wealth by assisting clients with their portfolio management, tax planning, wealth transfer and risk management challenges on a proactive basis. White Oaks Wealth Advisors is a fee-only advisory firm and is most appropropriate for individuals with $1,000,000 or more investable net worth.... See More

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .... See More

Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, Managed Money, Money Market Funds, Municipal Bonds, Mutual Funds, Options, Principal Protected Note, Reverse Convertible Note, Retirement Plans... See More