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Customer Relationship Summary

Enhance Your Wealth Management Strategy

Navigating today’s financial landscape requires more than selecting individual investments. Through our partnership with Virtue Capital Management, we offer clients access to a range of professionally managed investment strategies designed to align with their financial goals and risk tolerance.

Beyond Traditional Investment Management

Unlocking Greater Financial Potential

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.

Your Pathway to Financial 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

A Comprehensive Approach to Wealth Management

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

Why Clients Trust Our Process

  • 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

"Finally, investment management that looks at our whole picture, not just our portfolio." - James & Patricia W.

Your Session Includes:

  • Portfolio assessment

  • Risk management discussion

  • Tax-efficient strategy insights

  • Legacy and estate planning considerations

  • Actionable next steps

Let us help you build a financial strategy that aligns with your vision.

Disclosure

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.

Visit Our Oldsmar Office

By Appointment Only

Tampa Bay Advisory

(844) 603-1400

172-A State Street East

Oldsmar, FL

Serving the Tampa Bay area with comprehensive financial planning, retirement strategies, business services, and insurance solutions.

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