CFP, ChFC, CLU
Over 30 Years of Experience
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.
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.