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Unlocking Your
Financial Potential

At Space Coast Wealth Advisors, we are here to educate, support, and be your trusted partner in managing your financial plan, helping to empower you every step of the way.

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Our services

We are committed to helping individuals create wealth through intelligent investing while prioritizing our clients' best interests. With a focus on exceptional service and specialized assistance in financial planning, we strive to guide clients through the fear of running out of money and empower them to make important life decisions with confidence, providing the opportunity for financial confidence.

Retirement Income Planning

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401(k), 403(b), and Pension

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Estate Planning Strategies

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Investment Management

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Social Security

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Long Term Care

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About Us

We pride ourselves on providing exceptional accessibility and responsiveness to our clients. With us at your side, we strive to promptly address all of your financial questions to help guide you on your path toward financial independence.

  • Our Philosophy

    We strive to embrace and empower our clients as family, providing comprehensive financial planning and investment management to help them pursue their goals.

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  • Our Team

    When you work with our CERTIFIED FINANCIAL PLANNER™ (CFP®), you can rest assured that you are working with a knowledgeable professional who has met rigorous standards and possesses the expertise needed to provide comprehensive and personalized financial advice.

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  • Our Process

    Our in-depth, time-tested process is tailored specifically to your goals and needs to help you become comfortable and confident in your financial future.

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Knowledge can Lead to Financial Confidence

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Take Charge of Your 401(k)

Keep up with your financial needs while helping to avoid common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

“Do not save what is left after spending, but spend what is left after saving.”

- Warren Buffet

“My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style.”

- Maya Angelou

“The most important investment you can make is in yourself.”

- Warren Buffet

Keeping A Focus On Loyalty

Founded in 2019, Space Coast Wealth Advisors we now have two office locations in Viera and Indian Harbour Beach, Florida. We strive to build, maintain, and nourish effective, long-lasting relationships with our clients through exceptional service and unwavering commitment.

Have a question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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