Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay is a financial planner in Tampa, FL, serving working professionals and retirement-minded families in the Tampa Bay area. The firm focuses on comprehensive wealth management, retirement planning, and estate planning, helping clients navigate economic uncertainty and maintain progress toward their financial goals. Services include investment management on a fee-basis where the firm acts as a fiduciary, as well as risk analysis and insurance solutions for life and disability coverage. The firm also offers trust services, assisting with revocable living trusts, irrevocable trusts, charitable remainder and lead trusts, special needs trusts, and private foundations. With a perfect 5.00 rating from client reviews, the firm emphasizes personalized guidance and a lasting, personal relationship with each client to anticipate and plan for the future.

The team at Wealth Advisors of Tampa Bay brings more than 100 years of combined experience to a comprehensive, team-based approach. Robert "Fenn" Giles, Jr., MBA, CIMA, serves as the Managing Partner and Chief Investment Officer. As the founder, Fenn has over 40 years of experience in the financial services industry, helping high-net-worth individuals with wealth preservation and tax-advantaged investing. He holds a Bachelor of Business Administration in Economics and a Master of Business Administration from the University of Georgia, and received his Certified Investment Management Analyst designation from The Wharton School of the University of Pennsylvania. Fenn has previously served as Executive Vice President Investments of two major Florida banks and as President and Chief Investment Officer of Florida Investment Advisors. He also brings extensive community leadership experience, having served as past Chairman of LifePath Hospice, past President of the Gulf Ridge Council Boy Scouts of America, and on the advisory board of the Greater Tampa Bay Area Council Boy Scouts of America. For trust administration, the firm partners with The Private Trust Company, N.A., an affiliate of LPL Financial, which provides record keeping, accounting, and tax preparation while the firm handles investment management.

Located at 777 S Harbour Island Blvd #370, the office is situated on Harbour Island, a short walk from Pointe Marina, the Harbour Island Athletic Club, and Dick Greco Plaza. The firm is dedicated to serving families and businesses in the Tampa Bay area with reliable financial and investment guidance, integrating financial needs with client care as a top priority.

Wealth Advisors of Tampa Bay combines deep local expertise with a fiduciary commitment, offering Tampa Bay professionals and families a focused partner for their wealth, retirement, and estate planning needs.

Services:

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