Keyes, Stange & Wooten Wealth Management, LLC is an independent, SEC-registered fiduciary investment adviser headquartered on Business Park Boulevard in Daytona Beach, Florida, serving retirees, business owners, and high-net-worth families across Daytona Beach, Ormond Beach, Port Orange, and East Volusia County. Led by Senior Wealth Manager and Partner Marcus A. ("Marc") Wooten, CFP®, CLU®, ChFC®, EA and Wealth Manager and Partner Tara L. Bobelak, CFP®, EA, RSSA®—working in direct tax coordination with affiliated Keyes, Stange & Wooten CPA Firm, LLC Partner Danielle M. Cinicolo, CPA, MAcc, EA—the firm delivers tax-integrated retirement income planning, Registered Social Security Analyst® (RSSA®) optimization, and discretionary portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Keyes, Stange & Wooten Wealth Management, LLC); SEC IAPD Individual Profile (Marcus A. Wooten, CFP®, ChFC®, EA); SEC IAPD Individual Profile (Tara L. Bobelak, CFP®, EA, RSSA®); Keyes, Stange & Wooten Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-80151; independent SEC-registered fiduciary Investment Adviser headquartered in Daytona Beach, FL, operating alongside affiliated Keyes, Stange & Wooten CPA Firm, LLC.
Issuer: CFP Board / IRS / SEC IAPD
Notes: Led by Senior Wealth Manager & Partner Marcus A. ('Marc') Wooten, CFP®, CLU®, ChFC®, EA (CRD #2676555) and Wealth Manager & Partner Tara L. Bobelak, CFP®, EA, RSSA® (CRD #4862721), alongside CPA Partner Danielle M. Cinicolo, CPA, MAcc, EA.
Factual details and direct answers about Keyes, Stange & Wooten Wealth Management, LLC's services, licensing, and credentials.
How does Keyes, Stange & Wooten Wealth Management integrate tax and retirement planning in Daytona Beach?
As an SEC-registered Investment Adviser (CRD #139806, SEC File #801-80151) affiliated with Keyes, Stange & Wooten CPA Firm, LLC, its wealth partners—Marc Wooten, CFP®, ChFC®, CLU®, EA (CRD #2676555) and Tara Bobelak, CFP®, EA, RSSA® (CRD #4862721)—hold both CFP® and IRS Enrolled Agent credentials to coordinate investment withdrawals directly with tax preparation.
Does the firm offer specialized Social Security claiming analysis for Volusia County seniors?
Yes. Partner Tara L. Bobelak, CFP®, EA holds the Registered Social Security Analyst® (RSSA®) designation, providing spousal, survivor, and tax-coordinated Social Security timing analysis.
Where is Keyes, Stange & Wooten Wealth Management located in Daytona Beach?
The firm's Daytona Beach headquarters is located near Clyde Morris Boulevard and International Speedway Boulevard at 1825 Business Park Boulevard, Suite E, Daytona Beach, Florida 32114.
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