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Fee-Only, Fiduciary, Wealth Management
Behavioral Finance-Based Counseling. Tax-Focused Planning Guidance.
Pursue your goals with confidence. Inspiring sounder decisions and better financial outcomes.
Asymmetric Portfolio Construction
A Dynamic Risk-Management Process that Limits the Probability of Destructive Portfolio Losses
Southwest Florida Financial Planners
Serving Clients Locally and Nationwide
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Financial Peace of Mind

Fee Only - no commissions, no product sales, experienced unbiased advice

Fiduciary Standard - legally bound to act in your best interests at all times

Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
Honest. Hardworking. Trustworthy.
News organizations come to us, a trusted advisor,
for our views on personal finance, the economy
and capital market events.

A More Resilient, Nimble and Responsive Approach
to Portfolio Management
Navigating a New Era of Volatility with Greater Certainty
"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*
* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015
Behavioral Finance-Based Counseling Can Make You A Better Investor And Improve The Quality Of Your Life
Live Your Best Life

Stop Worrying About Your Financial Plan

Stop Worrying About The Markets

Stop Worrying About Your Money
Find Peace Of Mind For Yourself And Your Family

Naples, Florida

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