Our investment management services are engaged on a fee-basis, allowing us to work on your behalf as fiduciaries. This helps to ensure you receive the objective guidance and recommendations you seek. Managing significant wealth can be complex and time-consuming. To manage your wealth effectively, you need a partner with an objective interest in your financial wellbeing.
Wealth Advisors of Tampa Bay brings you the knowledge, experience and resources you seek to make clear and confident financial decisions integrated with your personal, family and business goals. Our clients are working professionals or retirement-minded families like you who have one shared concern: how to navigate the uncertain economic climate and maintain steady progress toward the financial future they envision.
Wealth Advisors of Tampa Bay brings you the knowledge, experience and resources you seek to make clear and confident financial decisions integrated with your personal, family and business goals. Our clients are working professionals or retirement-minded families like you who have one shared concern: how to navigate the uncertain economic climate and maintain steady progress toward the financial future they envision.
Services
Whenever you have questions or need guidance, you can always count on speaking personally with one of our knowledgeable financial professionals, right here in our local office. Since Wealth Advisors of Tampa Bay and LPL Financial do not offer, manufacture or distribute proprietary products, we're able to maintain objectivity throughout the planning and investment process.
Whether you seek assistance in managing your personal finances, estate planning or trust services, or seek to capture efficiencies across both personal and business planning, we can help. We are here to assist you in integrating your financial needs in an environment where client care is our top priority.
Fenn is the Founder of Wealth Advisors of Tampa Bay and acts as the firm's President and Chief Investment Officer. As CIO, Fenn is responsible for the investment management function of the firm, including the selection of external advisors. He has over 35 active years of experience in the financial services industry, helping Tampa Bay area working professionals and retirement-minded families establish and work toward their financial goals.
Comprehensive wealth management is a coordinated and integrated approach to pursuing a broad range of financial needs. You have worked many years to accumulate your wealth, and we understand our critical role in doing all we can to help preserve what you have earned.
We begin by conducting a thorough risk assessment of your complete financial profile, and then engage sophisticated modeling techniques to help evaluate possible investment outcomes to better understand and mitigate risk.Gathering a complete picture of your financial profile helps us as we determine which investment approach might be suitable for you.
We begin by conducting a thorough risk assessment of your complete financial profile, and then engage sophisticated modeling techniques to help evaluate possible investment outcomes to better understand and mitigate risk.Gathering a complete picture of your financial profile helps us as we determine which investment approach might be suitable for you.
At Wealth Advisors of Tampa Bay, we believe that proactive and open communication with your tax and legal professionals is critical to helping you work towards your financial goals. This combination of professional expertise can result in an unsurpassed understanding of your goals, challenges, current positioning, and the resources required to help pursue your needs.
Reviews (1)
Sonja M.
Aug 31, 2018
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I have been working with Fenn Giles III at Wealth Advisors of Tampa Bay for over a year. He has provided my family with a comprehensive wealth management plan, including estate planning as well as investment opportunities. Because he has deep roots in the Tampa area, he has also been able to connect me with other individuals who are at the top of their field in law and accounting. Most importantly, I consider him a trustworthy advisor. He has my highest recommendation.
