Join Our Texting List










At ONE TOUCH ENTERPRISES, we are committed to providing exceptional financial services that empower our clients to make informed decisions and achieve financial success.

  • Comprehensive financial planning and investment strategies
  • Expert risk management and wealth preservation solutions
  • Personalized consultation tailored to your financial goals

Our team of financial professionals brings extensive experience and knowledge to help you navigate the complexities of financial management. We believe in building long-term relationships based on trust, transparency, and outstanding results for our clients in Sarasota and beyond.

Read More

Comprehensive Financial Expertise You Can Trust

Our financial professionals combine deep industry knowledge with personalized service to deliver solutions that address your unique financial situation and long-term objectives.

Wealth Management

Strategic investment planning and portfolio management designed to grow and protect your assets for long-term financial security

Risk Assessment

Comprehensive analysis of financial risks and implementation of strategies to safeguard your financial future against market uncertainties

Retirement Planning

Customized retirement strategies that help you build the financial foundation needed for a secure and comfortable retirement

Satisfied Clients

Years Experience

Million Assets Managed

Client Retention Rate

Services

Financial Services

Comprehensive financial solutions tailored to meet your unique needs and goals

Investment Management

Professional portfolio management and investment strategies designed to maximize returns while managing risk according to your financial objectives

Retirement Planning

Customized retirement strategies including IRA management, 401(k) rollovers, and income planning to ensure financial security in your retirement years

Risk Management

Comprehensive insurance and protection strategies to safeguard your assets and income against unexpected life events and market volatility

Estate Planning

Strategic estate planning services to help preserve and transfer your wealth according to your wishes while minimizing tax implications

Tax Planning

Proactive tax strategies and planning to help minimize your tax liability and maximize your after-tax returns across all investment vehicles

Wealth Preservation

Strategies focused on protecting and growing your wealth through diversified approaches and long-term financial planning

Team

Our Financial Experts

Meet our team of dedicated financial professionals committed to your success

Michael Roberts

Wealth Management Director

With over 15 years in financial services, Michael specializes in investment strategies and portfolio management for high-net-worth individuals.

Sarah Johnson

Financial Planning Specialist

Sarah brings extensive expertise in retirement planning and estate strategies, helping clients secure their financial future with comprehensive plans.

David Thompson

Risk Management Advisor

David focuses on protecting clients' assets through sophisticated risk assessment and insurance strategies tailored to individual needs.

Robert Martinez

Business Owner

ONE TOUCH ENTERPRISES transformed our business financial strategy. Their expert guidance helped us grow our investments by 35% in just two years while effectively managing risks.

Jennifer Williams

Retired Teacher

The retirement planning services exceeded my expectations. They created a comprehensive plan that gives me complete confidence in my financial security during retirement.

Mia Anderson

Medical Professional

Their estate planning expertise helped protect my family's future. The team at ONE TOUCH ENTERPRISES provided clear guidance and implemented strategies that perfectly addressed our needs.

Patricia Clark

Real Estate Investor

The tax planning strategies implemented by ONE TOUCH ENTERPRISES saved me thousands in taxes while optimizing my investment returns. Highly recommended for serious investors.

Thomas Wilson

Corporate Executive

Working with ONE TOUCH ENTERPRISES has been transformative for our family's financial future. Their personalized approach and deep expertise in wealth management are unmatched.

Frequently Asked Questions

Financial Questions Answered

Get answers to common questions about our financial services and approach

What types of financial services do you offer?

We provide comprehensive financial services including investment management, retirement planning, risk management, estate planning, tax strategies, and wealth preservation. Our services are tailored to meet both individual and business financial needs.

How do you determine the right investment strategy for me?

We begin with a comprehensive financial assessment that considers your goals, risk tolerance, time horizon, and current financial situation. Based on this analysis, we develop a personalized investment strategy that aligns with your objectives while managing appropriate risk levels.

What makes your approach to financial planning different?

Our approach is holistic and client-centered. We focus on building long-term relationships and providing personalized strategies rather than one-size-fits-all solutions. We prioritize transparency, education, and regular communication to ensure our clients are confident and informed about their financial decisions.

Do you work with clients who have smaller investment portfolios?

Yes, we believe everyone deserves quality financial guidance. We work with clients at various wealth levels and provide scalable solutions. Our focus is on helping you grow your assets and achieve your financial goals, regardless of your current portfolio size.

How often will we review my financial plan and investments?

We conduct formal reviews at least quarterly, with more frequent check-ins as needed. We believe regular monitoring and adjustments are crucial to staying on track with your financial goals, especially as market conditions and personal circumstances change.