06/24/2021
It only takes a conversation with the right person, to learn the next steps in reaching your goals. We are here to learn your goals, understand your goals & help you create a plan to REACH those goals! 🌟
Ardor Wealth Management
A Fiduciary firm committed to your financial success. Your goals. A specialized plan. Our commitme
06/16/2021
Creating a plan, protects your legacy and provides you a comfort in knowing your life's efforts will be secure in the generations to come. We are happy to have conversations that will help guide you in reaching your long term goals. 😊
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
06/07/2021
*A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.*
It's important to understand this word and its definition. 🙂 We are happy to talk about how our client relationships work and answer any questions you may have!
06/01/2021
Learning how to improve your financial affairs does not have to be uncomfortable! We are here, no judgments and happy to help 😊
05/13/2021
When nearing the time of retirement, considering these 6 tips can better assist you in making the best decision toward your next life adventures. 🪂🤿🤺🏌️♀️🏄🚴♀️
Retirement Checklist: 6 Things To Do Before Claiming Social Security Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.
05/07/2021
No need to dance around the financial issues in your life, we are here to help! 💃🕺
04/21/2021
Financial education & awareness is always necessary. How can we contribute to those conversations? 🙂
04/16/2021
Hmm, interesting things to consider in this article! What do we think? 🤓
Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
03/11/2021
Financial education is important year around, the month of April is ahead of us and wants to check your understanding of these 5 basics. 🤓 Can we help you with any questions you may have?
April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down? With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
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Address
1517 State St
Sarasota, FL
34236
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |