Our Process

Step by step process designed to simplify the management of your wealth.

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Consolidated Planning

Simplicity, convenience and trusted advice.

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Access Your Account

Review the financial details of your account.

Trusted Advice

You have put a lot of hard work and planning into saving for your retirement goals. Sun, sand, beach, boating, fishing, golf, tennis and care free time spent with friends and family are what we hope to be able to help you achieve. However, to enjoy your retirement will require experience, thought and careful planning to pursue the retirement income to meet your needs. 

Knowledge and Experience

We combine our knowledge and experience to design and manage your investment plan to help you achieve your vision of a retirement spent in paradise. We act as trusted advisors and work collaboratively with you to understand exactly what you want your investment and retirement income plan to accomplish.

Personalized Strategies

We employ our disciplined Envision® planning process and draw from our deep experience in investment planning to help clarify your objectives, create the personalized strategies you need to meet them and review the progress on a path to reach your goals.

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Client First Service

Recognizing that successfully planning is a lifetime process, we communicate with you in reviewing plans, keeping up to date on changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities.

Convenient Location

Our office is located directly across the street from the Horses of Lely at 12272 Tamiami Trail E Suite 403, Naples, FL 34113.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, IL, IN, MA, ME, MI, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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