Who do you work with?

Our primary focus is established business owners who want ongoing investment management, financial planning and tax planning.

Can we meet virtually?

The consultation request form includes a virtual meeting preference. We confirm arrangements when responding to your request.

Do you prepare or file tax returns?

No. WealthAdvisor365 provides tax planning. Your CPA or tax preparer remains responsible for preparation and filing.

Are you a fee-only fiduciary?

We are paid by clients and do not receive product commissions. We have a duty to act in your best interest when providing investment advice. Relevant conflicts are described in the firm’s disclosures.

Can you help with finances that cross state lines?

We can identify planning questions involving business income, property or a move between states and coordinate with your tax and legal professionals. Advisory services are available only where the firm is registered or exempt.

Where can I review your fees?

The Pricing page explains ongoing wealth management services, the general investment minimum and the advisory fee schedule.

How do I get started?

Request a complimentary 20-minute introduction through the consultation page. No documents are needed for that conversation.

Financial advisor in West Palm Beach for business owners

West Palm Beach-based wealth management for business owners who want investment management, financial planning and tax planning in one ongoing relationship.

Discuss my planning needs Explore my wealth management

A local firm with a business-owner focus

Choose an advisor for the relationship and the work—not just a nearby address.

Based in West Palm Beach

WealthAdvisor365 is based in West Palm Beach, Florida 33401. Contact the firm to confirm meeting arrangements.
Financial planning and tax expertise

Work with a CFP® professional and IRS Enrolled Agent who can connect personal planning with owner-income and investment-tax decisions.
Your existing professionals stay involved

With your permission, we coordinate relevant planning questions with the CPA and attorney you already trust.

Wealth management in West Palm Beach

One advisory relationship for managing investments and the financial decisions around them.

Investment management

Manage portfolio diversification, rebalancing, capital gains and withdrawals across your accounts.

Financial planning

Set priorities for cash reserves, retirement savings, debt and major household commitments.

Personal and business tax planning

Evaluate owner compensation, retirement contributions and investment-tax decisions with your overall financial plan.

Florida and multi-state questions

If you own property or earn business income in another state, coordinate residency and state-tax questions with qualified tax and legal professionals.

Retirement income

Plan the transition from owner compensation to investment withdrawals and other income.

An accountable advisory relationship

Understand the recommendations, who handles the next steps and how the plan is reviewed as circumstances change.

Questions about our West Palm Beach firm

The firm is based in West Palm Beach, FL 33401. Call (561) 475-2490 or use the Contact page to confirm meeting arrangements.

Taking the next step together

Use a complimentary 20-minute introduction to discuss your needs and whether we’re a fit. No documents needed.

Discuss my planning needs