We at the Kief Wealth Management Group
of Wells Fargo Advisors have been helping our clients build and preserve wealth since 1999. We established our advisory practice to help you enjoy your life to the fullest without undue financial sacrifice or overexposure to risk. Backed by one of the nation’s largest financial-services institutions, our goal is to assist you in achieving your financial goals while providing superior client service. It all begins with an excellent client relationship. We understand that choosing a financial professional is, ultimately, a very personal decision and we take a very personal approach to investing and providing balanced advice as you create, manage and transfer your wealth.
To help you make smart, long-term financial decisions and achieve your financial goals, we focus on:
- Investment consulting and portfolio review
- Comprehensive investment and estate planning strategies
- Fixed-income strategies for people considering retirement or already retired
- Retirement-plan services for successful individuals and families, business owners, professionals and institutions
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.