Paracca Wealth Advisors
Financial Management, Tax, & Estate.

WEALTH ADVISORS
FOCUSED ON YOU
AND YOUR NEEDS.

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WE CREATE CUSTOMIZED SOLUTIONS TO ACHIEVE YOUR FINANCIAL GOALS - TAILORED TO YOU

Unlike large institutional firms, we always put our clients first. Everything that we do revolves around our clients and their specific wants, needs, and dreams. When our clients are successful, we are successful - which is why we are just as invested in this as they are.

WEALTH MANAGEMENT

OPTION ENHANCED PORTFOLIOS®

Our flagship process allows us to limit the downside risk of a portfolio while still participating in market gains.

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PARACCA CORE™ PORTFOLIOS

Investing is not a set-and-forget process. Portfolios require attention in order to achieve maximum risk/reward potential.

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RISK MITIGATION

Just because you have a low risk tolerance, doesn't mean you can't participate in the stock market. Learn how we mitigate market risk.

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FINANCIAL PLANNING

365 PLAN™

Our bulletproof 4-step retirement process allows our clients to avoid the most common pitfalls found in retirement. We put your retirement into an easy to follow step-by-step plan.

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ESTATE PLANNING

Leaving an inheritance and passing down your wealth is often overlooked in financial plans. It needs to be properly planned to be tax efficient and leave little to chance.

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TRUST CREATION & ADMINISTRATION

Our in-house attorneys and partners can create, administer, and manage your trust/estate. Have peace of mind knowing that everything is in one place with true Fiduciaries.

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LET'S CHAT!

Whether you're looking to get more value out of your current situation or just have general questions, you can get in touch with us by submitting the following form or by calling our office at (941) 545-9057

If you don't hear from us within 24 hours, please give our office a call at 941-545-9057
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General inquires

Email us at contact@paracca.com

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Sarasota, Florida
2100 Constitution Blvd, Suite 113(941) 545-9057contact@paracca.com

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