Since 2002, Sarasota Capital Strategies’ has grown by building a business based on life long relationships. Our guidance has helped families relax because they know they are on track to achieve their goals and enjoy their retirement. The company president, Tony, has created a culture where cutting-edge ideas are combined with client-centered thinking to produce relationships that last a lifetime.
We are a fee-only State Registered Investment Advisor, not product salespeople, which aligns our goals with yours. We win when you win, we lose when you lose – it’s that simple. Since we are a fiduciary, your interests come before ours. No firm makes 100% accurate investment decisions, including us, but what we can promise is that every investment decision we make has your best interest in mind.
MEET THE MANAGER
Anthony Welch, CFP, ChFC
20 years of experience
Anthony Welch is the owner of Sarasota Capital Strategies, a Certified Financial Planner, and a Charted Financial Consultant. He manages the investment process.
Tony has been a financial planner since 1992 when he worked for IDS American Express.He became a Certified Financial Planner in 1994.
Tony graduated from the University of South Florida with a B.A. in Finance.
He is a frequent speaker at major financial conferences, regular contributor to Seeking Alpha and is often quoted in the Wall Street Journal, Barron’s, and CNN Money.
MEET THE TEAM
Investment Advisor Representative
Derek Reardon believes that everyone should make steps toward a sound financial future. He strives to educate the younger generation on the proper steps to accumulate wealth.
Derek graduated form the University of South Florida with a B.S. in Finance. During school Derek developed a love for the markets and pursued the path of money management and financial planning.