Aksala Wealth Advisors

Lorenzo J Walker 

on Google

4 months ago

As a tax professional, I entered into a strategic partnership with Aksala Wealth Advisors over a four-year period. During that time, my assets under management more than tripled. New opportunities, beyond stocks, bonds, and mutual funds, were open to my clients that I would not have been able to implement on my own. Ty McCormack was always responsive to my requests and able to find a solution for any client need. Evan and his team were supportive in all respects. The entire process was fair and respectful from the beginning ... read more

Kait Yoniski 

on Google

a month ago

I have had an incredible experience with Aksala. Cody is an amazing advisor I would recommend him to anyone looking to invest. Awesome location and beautiful office in Lakewood Ranch! 

Jim Schilling 

on Google

6 months ago

As I related in my recent email, I am extremely satisfied with the open line of communication with my Aksala advisor, Cody Poepperling. He always replies to me immediately, and he takes all the time necessary to answer my questions. He has been particularly helpful during this chaotic and uncertain time, and his emails to clients have certainly allayed my concerns. They are well written, with in depth information and analysis about the current market decline as a result of tariffs imposed on many countries by the current adm... read more

Steve Saladino 

on Google

a year ago

As recent retirees we relocated to Florida and were looking for an advisor to manage our retirement money. After reading many Google reviews and researching websites we decided to pay a visit to Aksala. We found their office comfortable, did not feel pressured, and had all our questions answered until we were completely confident in their abilities. The income producing portfolio that Evan and Steve put together for us was professionally assembled and explained to us clearly until we understood it all. We truly feel lik... read more

Cristne Faes 

on Google

a year ago

Miguel Ortigao, and the team at Aksala Wealth Advisors have provided exceptional service over many years. They are responsive and always available to provide guidance. The level of compassion and genuine interest in our family to ensure our investments are sound has been above and beyond. We have recommended Miguel and the Aksala Wealth Advisors team to our family and friends and they too have also been provided the same excellent service. Our family highly recommends this first class team!