Walters Strategic Advisors

Walters Strategic Advisors is a finance institution located at 3277 Fruitville Road in Sarasota, Florida, United States. Specializing in proactively managing taxes for maximum returns at every step of your investment journey, our team of CPAs and Financial Advisors understand the importance of tax-efficient investment planning. We utilize tax-advantaged investment accounts and tax-loss harvesting strategies to maximize investment returns and minimize taxes for our clients.

Our comprehensive approach to retirement planning includes investment strategies, retirement withdrawal strategies, and portfolio risk mitigation strategies. By developing personalized retirement plans and staying on track, we help our clients build a financially secure retirement regardless of their life stage.

As dual-credentialed CPAs and Fiduciary Financial Advisors, we offer a seamless integration of tax strategy and investment planning to maximize return on investment and ensure retirement security for our clients. Our expertise in tax planning and continuing education allows us to defer, minimize, or eliminate taxes whenever possible.

We advocate for evidence-based investing and operate solely in the best interest of our clients as registered investment advisors. Our services include asset management, investment management, and financial planning for individuals and families seeking long-term, tax-efficient wealth management solutions.

You can access timely and informative financial and tax articles on our website, designed to answer your questions about investing in a volatile market, retirement expectations, and more. All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional.

Please note that Financial Advisors do not provide specific tax/legal advice, and you should consult your tax/legal advisor regarding your specific situation. Product recommendations may be made separately from the financial plan, and you are under no obligation to follow them. Life insurance products may contain fees and restrictions, so it's important to consider all aspects before making a decision.