At Tampa Bay Advisory, we go beyond traditional investment management to help you:
Simplify Market Complexities – Gain clarity and confidence in navigating ever-changing financial landscapes.
Proactively Manage Risk – Implement strategies to protect and grow your wealth in any market condition
Align Investments with Your Goals – Ensure your portfolio is tailored to support your long-term financial aspirations.
Optimize Tax Efficiency – Minimize tax burdens to maximize your financial growth.
Achieve Smart Diversification – Build a well-balanced portfolio designed to enhance stability and opportunity.
With our guidance, you can turn financial challenges into opportunities for lasting success.
A Multi-Disciplinary Approach to Wealth Management
Our team collaborates to provide a comprehensive strategy for your financial well-being:
Investment professionals analyzing market trends
Tax-aware strategies to enhance efficiency
Estate planning insights to help protect your legacy
Financial professionals coordinating a tailored plan
We take a holistic approach, aligning investment, tax, and estate planning strategies to help you pursue your financial objectives with confidence.
At Tampa Bay Advisory, we believe financial well-being goes beyond numbers. It’s about:
Staying informed during market changes
Making sound financial decisions with confidence
Gaining clarity about your family's financial future
Working toward the life you envision
Schedule a complimentary Investment Strategy Review, where we will:
Evaluate your current portfolio
Identify potential areas for improvement
Discuss strategies for managing risk
Develop a personalized financial approach tailored to your goals
Access to a diverse range of investment strategies
A team of experienced financial professionals
Ongoing support and market insights
Clear communication and personalized guidance
Regular reviews to keep your strategy aligned with your goals
Portfolio assessment
Risk management discussion
Tax-efficient strategy insights
Legacy and estate planning considerations
Actionable next steps
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Tampa Bay Advisory, LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Michael Watkins and/or Tampa Bay Advisory, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product, nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Tampa Bay Advisory
(844) 603-1400
172-A State Street East
Oldsmar, FL