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1605 Main Street Suite 1004, Sarasota, FL 34236

(941) 954-8700
andrew.laino@prudential.com
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Let's Make Your Money Work Smarter

Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.

What We do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, we work with you to build a plan that makes sense for your life — not someone else's. Think of us as your sounding board, your strategists, and your advocates all in one.

WELCOME
Your Goals, Your Plan, Your Terms

The professionals at Wealth Protection Strategies listen carefully before they speak. They understand before they provide strategies. They research thoroughly before they recommend action. They become your guide on a mutual journey to your life’s dreams.

Our Solutions
The Support You Need, When You Need It

Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how we can help.


Portfolio Management

We'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Risk Management

Life throws curveballs. We'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. We'll work with you and your legal team to create a thoughtful plan.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation.

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most.

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build.

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals.

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence.

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities.

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan.

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind.

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals.

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Financial Education

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks.

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How To Get Started

About Our Firm
Real Conversations. Real Strategies. Real Results.

We built this firm because we believe financial planning should feel approachable — not intimidating. Over the years, our team has had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what we do. We take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. With a team of professionals behind you, you get the benefit of diverse perspectives all working toward the same thing — your goals.

Our Process
The Art of Financial Navigation

We don't believe in overcomplicating things. Our process is designed to be clear from day one so you always know what to expect.

1. Listen
It’s Your Strategy.

So the Art of Financial Navigation begins with carefully crafted questions…and then listening…to you. Not just about finances.

About life goals. Priorities. Values. Family. Charities. Community. Your legacy.

Where do you want to be by when? To set the proper course you’ll want to see the destination clearly.

The result of active listening is an agreed upon set of goals and assumptions. The "map" created by your strategy allows you to measure the likelihood of reaching your destination…as well as the impact that course changes may have on your ability to reach your destination.

2. Advise
Map Out Your Strategy

Once your destinations are determined you can plot the courses available to help reach them. Through LPL Enterpise we provide optional pathways and you choose those with which you are most comfortable.

 The advice is personalized, based on years of experience. There is no allegiance to any one course so you have the option of choosing from many.

Each route has a possible outcome based on a variety of factors. We understand your tolerance for risk and align it with the strategy that fits. The Art of Financial Navigation becomes important when storms brew.

We seek to help you with regular course updates and recommend changes necessary to keep you on track. We advise based on you and your goals, nothing else.

3. Act
Stay the Course Together

Even a comprehensive strategy fails if it isn’t implemented appropriately. How many ships with sound navigation never leave port? Wealth Protection Strategies helps you set sail by providing you with choices: choice of products, and a choice of companies.

You’ll know up front all the details and costs. You’ll have robust resources at your disposal, with Wealth Protection Strategies keeping an ever-mindful eye on your goals and destination.

It’s the best of both worlds: the Art of Financial Navigation where personalized recommendations and distinct choices focus only on you.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.
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The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan