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    It's more than just investing successfully. We take the time to understand the big picture.

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    We provide impartial and thorough advice based solely in our clients’ best interests.

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    Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

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    We engage and interact with industry thought leaders and experts.

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    This advisor scored in the 90th percentile or higher (5 Stars) when Paladin's proprietary algorithm rated the quality of his or her credentials, ethics, business practices, and services. Learn More.

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    999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108  P: 239-325-5110

     

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