Meet Sarasota’s trusted advisors who help turn generosity into something truly enduring—for you, your family, and your community.
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From financial planners and wealth managers to estate attorneys and philanthropic advisors, these experts guide people through the meaningful choices that shape not just their future, but the future of the causes and communities they care about most.
Whether you’re considering year-end giving, planning for the next generation, or exploring ways to make your values part of your financial journey, this is your invitation to discover the advisors who can help you build something lasting—so that your generosity lives on, long after the season has passed.
Helping individuals and families align their financial decisions with their faith, Everence Foundation turns values into action—creating lasting legacies that serve both loved ones and the community.
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With a focus on stewardship and strategy, Integrity Wealth Management helps clients grow and protect their wealth—so their success can continue to give back for generations to come.
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By combining experience, insight, and care, White Oaks Wealth Advisors partners with families to preserve their values and wealth—ensuring a legacy that endures.
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