A Registered Investment Advisory firm in Naples that provides investment management and financial concierge services. Our goal is to keep our clients financially prepared and organized for now and the future.
Niche: The ‘middle class millionaires.” socially responsible investing, divorces, retirement, women, senior boomers, special needs planning, same sex couples, trusts, pension plans for small businesses and captive insurance companies.
Sigma Beta Delta International Honor Society, Naples Illustrated “Super Men” – 09/2015. Appearances on CNBC, Fox news, Interviews: Investor Business Daily, Naples News, News Press.