Sarasota Capital Strategies

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, in partnership with son and Vice President, Andrew, 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.

Our Clients Hire a Team

Andrew W. Welch

Vice President
Elite Advisor
Bachelor of Finance, Cum Laude
Registered Investment Advisor Representative
Florida 2-14 Life & Variable Annuities Agent License
Series 65
andrew@etfpros.com

Sarasota Capital Strategies manage assets for individuals and families, providing investment management, and financial planning services.

 

Financial Planning

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. Not having a financial plan and expecting to arrive at retirement is like trying to drive to a destination without a road map. A financial plan is a road map to a secure retirement.
 

Social Security Optimization

One of the most important decisions a retiree faces is when to apply for Social Security benefits. This is not a decision to be made lightly; the lifetime, inflation-adjusted income promised by Social Security makes it one of a retiree’s most significant assets.
 

Insurance

The cost of accidents, illness, disability, and death can have a serious impact on your financial plan. In order to manage this risk it is important to utilize insurance where it is needed. Different kinds of insurance protect you and your loved ones against different kinds of events.
 

Annuities

If you are worried about outliving your income then an annuity may be right for you. How do annuities work? An annuity is a long term investment that is issued by an insurance company designed to help protect you from the risk of outliving your income.

Blogs

Meet The Manager

 

Anthony Welch, CFP, ChFC

Portfolio Manager
30 years of experience

Anthony Welch is the President 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 Bachelor of Science 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.