Overview

Naples Pier

Serving our region since 1985
We’ve been helping individuals, families, and corporations in the Southwest Florida for more than 30 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.

Financial planning for individuals
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, unbiased guidance in all areas, including:

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well positioned to pursue your dreams
  • Estate planning, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Business planning, to help you manage and grow your business
  • Taxation, to minimize the tax burdens you face now and in the future

Financial planning for business owners
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

  • Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Risk management, to minimize any threats to your business assets
  • Retirement planning, to make sure you have the right plan in place for your employees
  • Insurance planning, to ensure that your employees have the insurance benefits they need
  • Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Estate planning: how to preserve your assets
  • Risk management: how to protect your assets
  • Business planning: how to grow and manage your business
  • Taxation: how to minimize your tax burden

Create a comprehensive plan
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.

Support your financial goals
Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.