WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lutz, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Lutz, Florida|
|Financial Advisor||Office Location||Phone Number|
|Nathan Helms CFP® CIMA®
CFP®, CRPC®, CIMA®, CDFA®
1001 S Macdill Ave,
Tampa, FL 33629
Garrison Asset Management, Inc.
5323 Bayshore Blvd,
Tampa, FL 33611
3419 Brook Crossing Drive,
Brandon, FL 33511
Series 6, 7, 65, 66
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
1001 S Macdill Ave,
FL 33629 Phone Number 813-334-6500
I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Series 6, 7, 66
Fee Only, Based on Assets
5323 Bayshore Blvd,
FL 33611 Phone Number 813-598-1777
Gar Urette, CFA has over 35 years of financial services and industry experience with a focus on asset allocation, portfolio management, and planning for his clients. Mr. Urette's clients include high-net-worth individuals, corporate executives, trusts, corporations, and 401(k) plans. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, and alternatives. Gar also has significant experience in serving people in the process of divorce. Gar started Garrison Asset Management after serving as the President of the National Development Bank of the Republic of Palau. After almost a decade of working with Wall St. firms managing a billion dollars in assets, Gar Urette accepted a life-changing position as the President of the National Development Bank of the Republic of Palau. Arriving in Palau in the late 1990s, he was surprised to find that the local population had no access to traditional investments. CDs and savings accounts through local banks were their only investment options. Mr. Urette saw how much this limited the local populaces ability to grow wealth, save for retirement, create capital to start a business or fund a college education for their children. In short, the lack of investment options limited the development of the Country and its people. To correct this, Gar started Garrison Asset Management (GAM) to provide an opportunity to access basic diversified mutual funds from some of the largest US-based mutual fund companies. Today GAM's services have expanded greatly beyond mutual fund distribution in Micronesia. GAM expanded to provide financial planning and investment management on a fee-only basis according to the fiduciary standard set by the CFA Institute. Utilizing Fidelity's Wealth Central, MorningStar Office, and Bond Trader Pro, GAM now provides a full range of planning and portfolio management services. On the personal side, The Tampa Bay Performing Arts Center and Producers Group have both benefited from Garrison Urette serving on the Board of Directors. He was in the Leadership Tampa Class of 2010 and is actively involved in Make-A-Wish, the Audubon Society, and Tampa Theater. He was also a three-time Masters National Champion in Olympic Sprint Kayaks. Garrison Urette holds a Bachelor of Science in Quantitative Methods of Business from the University of Florida, Masters in Business Administration from the University of Tampa, and is a CFA® Charterholder. Also, his work has been published in the professional journal Monograph and quoted in the Handbook of Fixed Income Securities by Frank J. Fabozzi.
We are a fee-only Registered Investment Adviser headquartered in Tampa, Florida serving clients nationwide (from Florida to Hawaii). We provide financial planning and investment management services according to fiduciary standards set by the CFA Institute with no hidden fees. Unlike large corporate financial institutions whose first responsibility is to their shareholders, our first responsibility is to our clients. We put our clients first and do what is right for them. We do not hold back advice or adjust our recommendations to make a sale or retain assets. We believe in advising our clients in how best to accomplish their goals and dreams even if it means losing them as a client.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Series 6, 7, 24, 66
3419 Brook Crossing Drive,
FL 33511 Phone Number 813-305-0411
Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
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Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
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