Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay is a financial planner in Tampa, Florida, serving working professionals and retirement-minded families with comprehensive wealth management, retirement planning, estate planning, and investment advisory services. The firm specializes in personalized financial guidance, helping clients navigate complex economic landscapes while aligning financial strategies with personal, family, and business goals. With a strong focus on fiduciary responsibility, the firm offers fee-based investment management and integrated planning solutions. Clients benefit from a team with over 100 years of combined experience, and the firm maintains a 5.00 rating based on client feedback. It serves individuals and families throughout the Tampa Bay area.

Wealth Advisors of Tampa Bay emphasizes a team-based, client-centered approach, built on trust and long-term relationships. The firm’s Managing Partner, Robert "Fenn" Giles, Jr., brings over four decades of financial services experience and holds a CIMA® designation from the Wharton School. As a fiduciary, the firm prioritizes clients’ interests in all recommendations. Services include comprehensive wealth management, estate and wealth transfer planning, retirement strategy development, and risk management through life and disability insurance. The firm also provides trust services through an affiliate, The Private Trust Company, N.A., which handles administrative duties such as record keeping, accounting, and tax preparation, allowing the advisors to focus on investment strategy and client needs.

Located at 777 S Harbour Island Blvd #370, the firm sits on a prominent stretch of Harbour Island Boulevard, just a short walk from Pointe Marina and Dick Greco Plaza. It is within a quarter-mile of Harbour Island, the Harbour Island Athletic Club, and several memorials honoring local figures, placing it in the heart of a vibrant, well-connected neighborhood near water and civic spaces.

The firm stands out for its thorough, well-documented presence online and a website that search engines read cleanly, ensuring high visibility and accessibility. This strong digital foundation supports its mission of delivering reliable, transparent financial guidance.

With a deep commitment to personalized service and a clear, client-focused strategy, Wealth Advisors of Tampa Bay delivers trusted financial expertise in one of Florida’s most dynamic metropolitan areas.

Services:

• Comprehensive Wealth Management
• Direct Indexing
• Estate Planning & Wealth Transfer
• Investment Management
• Retirement Planning