Suncoast Advisory Group
Financial ServicesFlorida, United States2-10 Employees
Suncoast Advisory Group is a Sarasota-based financial services firm focused on strategic financial life planning for family business owners and medical or dental professionals. The firm's approach follows three steps, starting with Behavioral DNA-based discovery to understand clients’ goals and decision-making styles. It then yields a personalized financial life plan and culminates with assembling a network of consultants and resources to turn plans into reality. Investment advisory services are provided through individuals registered to ChangePath, LLC, a Registered Investment Adviser, with Suncoast Advisory Group and ChangePath, LLC operating as unaffiliated entities. Insurance services are offered through Suncoast Advisory Group, and the firm serves a localized professional clientele; inquiries for a complimentary consultation can be directed to rick@suncoastadvisorygroup.com.