Lunch is on us.

Are you tired of financial advisors who treat you like a number? So are we. That's why we're taking a different approach.

Here's our offer: Let us buy you lunch at your favorite restaurant in the Sarasota area. No PowerPoint presentations. No hard sell. Just good food and great conversation about your financial goals—and how we would work hard to try to help you achieve them.

Why lunch and not just coffee?

• Because your financial future deserves more than a quick chat over a latte
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• Because we want to get to know you, not just your net worth
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• Because we believe in investing time in getting to know our clients, just as we spend time managing and investing their money

That's why we're offering you a one-on-one lunch instead. It's a chance for one of our family wealth advisors to listen to you, understand your unique situation, and see if we're a good fit for each other.

By the way, age doesn't matter to us. Whether you're planning to retire soon, already retired, or thinking way ahead when your kids are still in their college years. In fact, we love working with multiple generations of the same family.

From helping grandparents secure their legacy to setting up college funds for the grandkids, we're here for every stage of your family's financial journey. That's why we're called Family Wealth Advisors.

We know it's not easy to find the right financial advisor. It's a big decision, and it should be. That's why we're willing to invest our time (and yes, pick up the lunch tab) to see if we're the right fit for you.

So, are you starting to think you might be ready to talk about your financial future over a nicely prepared lunch? If so, please give us a call. We'll match you with a Family Wealth Advisor and you can pick the place!

(941) 365-3435