Under the leadership of Michele Kief, Managing Director-Investments, our investment planning process is supported by solid resources and a highly experienced support team. Deeply rooted in the Naples community and dedicated to serving the best interests of our clients, we offer a wide range of products and services designed to help secure our clients’ financial wellbeing. We are also proud to be with Wells Fargo Advisors, one of America’s largest and strongest financial institutions.
You can expect our team to listen with great care, understand your individual needs and desires, and recommend meaningful strategies in an investment plan we develop together. Our distinctive approach is based on the fundamental concepts of sound financial advice, quality products, exceptional service and a well-executed plan. By adhering to this process, we develop innovative financial strategies designed to help to help balance potential income, growth and risk for each client.