FELDMAN WEALTH ADVISORY LLC
SARASOTA, FLORIDA

Feldman Wealth Advisory LLC is a distinguished wealth management advisory firm based in Sarasota, Florida. Founded by Charles, who transitioned into independent financial advising after gaining extensive experience with Provident Mutual and on trust department investment projects during his tenure at Syracuse University, Feldman Wealth Advisory is committed to guiding multiple generations of families in building, protecting, and conserving their estates. With a focus on aligning family and financial objectives while ensuring clients' affairs are comprehensively organized, the firm places significant emphasis on tax efficiency and personalized planning for special needs. Operating as an independent advisor since 1969, Charles Feldman's approach combines protective measures against death, disability, retirement uncertainty, and long-term health care challenges with astute investment strategy guidance. His devotion to creating comprehensive plans that meet both financial security objectives and family aspirations reflects a deep-seated passion for his chosen calling. Founded in 2016 (Filings: L16000042066) under the designation 'FLAL', Feldman Wealth Advisory LLC has established itself as an integral entity within Sarasota, operating from its mailing address at 1825 Rose Street. The company is directed by Joseph Feldman, underscoring a familial tradition of expertise and integrity. With services tailored to suit diverse client needs, the firm maintains contact through multiple phone lines and invites inquiry via their website: feldmanwealthadvisory.com. The company's commitment to excellence was reaffirmed upon submitting its last annual report for the fiscal year ending February 7, 2024, bearing the FEI Number 21-9820509. As Feldman Wealth Advisory continues to serve as a financial steward for businesses and professionals alike, it reflects Charles Feldman's lifetime of dedication, expertise, and family-centered wisdom.