Offering Clients Holistic Financial & Retirement Planning Services

Candid & Authentic Financial Guidance

Candor Wealth Strategies serves clients in the Sarasota, Florida area and surrounding communities with holistic financial and retirement planning services. The firm specializes helping clients grow and protect their wealth, mitigate taxes, create enough income to last a lifetime, and then leave a legacy for loved ones.

Joshua Storey

Founder & Wealth Manager, Florida
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Anthony Nicosia

Wealth Manager, Florida
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Sarah Saum

Wealth Manager, Michigan
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Our Trusted Partners

We partner with a handful of carefully vetted professionals and vendors who offer services that are complementary to ours. Additional services available to our clients include:

401(k) and employer planning for the Florida Retirement System, DROP plans and Thrift Savings Plans are available.
Trust-based estate planning documents including property deeds, financial and medical power-of-attorney, and pour-over wills are an available service.
CPA partner referrals are available for tax preparation services and strategy.
Estate attorney partner referrals are available for more complex estate planning needs.
Health care professional partner referrals are available for health insurance prior to Medicare age.

Location
Information

Locations:

Sarasota, Florida

Fort Myers, Florida

Kalamazoo, Michigan

Sarasota Office:

Executive Center Palmer Ranch

8586 Potter Park Drive

Sarasota FL 34238

Phone:

(833) 722-6367

(833) 7CANDOR

Contact Us

Interested in learning more about how we can help navigate the journey toward your retirement income goals? Contact us to schedule a complimentary, no-obligation consultation.

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Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Candor Wealth Strategies and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22990 - 2023/5/15

Candid & Authentic Financial Guidance

Joshua Storey

Anthony Nicosia

Sarah Saum

Our Trusted Partners

Location Information

Contact Us

Contact Us

Location
Information