Our Clients

Clients who benefit from using investment firms to manage and build wealth

Investment firms are meant to help clients and organizations in many financial positions and stages of life to establish, protect and grow wealth and assets. At Naples Global Advisors, our clients each have unique needs. They come from many walks of life and from all across the country. One common trait they share is that they have amassed some measure of wealth that is important to them – and their first priority is not to lose it. They have entrusted Naples Global Advisors to help them achieve that goal.

Individuals And Families
Planning for life events

Wealth management for individuals and families can take the form of many different strategies, depending on the life events our clients are facing. Whether you’re selling a business or property, planning for an inheritance or facing a divorce, we will personalize a plan based on your overall goals and the amount of risk you’re comfortable with.

  • Estate planning
  • Asset allocation
  • Custom, active portfolio management
  • Budgeting 
  • Retirement planning
  • Multi-generational coordination

Retirees have already worked to accumulate wealth and assets, so their overall financial goal and strategy is often much different than that of an individual or younger family. For retirees, our financial advisors work to protect the principal our clients’ have built, while continuing to grow their wealth so they can maintain their ideal retirement lifestyle. Other goals may include estate planning and legacy planning and the following:

  • Management of IRAs, SEP IRAs, Roth IRAs and Inherited IRAs
  • Retirement cash flow analysis and advice
  • Calculation and coordination of required minimum distributions
  • Guidance on Social Security election strategies
Retirees
Protecting accumulated wealth
Retirees
Protecting accumulated wealth

Retirees have already worked to accumulate wealth and assets, so their overall financial goal and strategy is often much different than that of an individual or younger family. For retirees, our financial advisors work to protect the principal our clients’ have built, while continuing to grow their wealth so they can maintain their ideal retirement lifestyle. Other goals may include estate planning and legacy planning and the following:

  • Management of IRAs, SEP IRAs, Roth IRAs and Inherited IRAs
  • Retirement cash flow analysis and advice
  • Calculation and coordination of required minimum distributions
  • Guidance on Social Security election strategies
Trusts
Supporting important life decisions

Whether investing one’s life savings, the proceeds from the sale of a family business, inheritance or funds held in a trust for another generation, we use our experience to guide our clients through the myriad of financial decisions that support their most important life decisions.

Our team specializes in managing various types of trusts:

  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Endowments
  • Foundations
Non-Profit Organizations
Meeting long-term goals

Growing a non-profit essentially means helping more people. Many non-profit organizations turn to investment firms like Naples Global Advisors to help achieve longer term investment goals, which ultimately leads to greater outreach and community impact. At Naples Global Advisors, we can help your non-profit organization reach its financial goals through the establishment of endowment funds and capital management, as well as principal protection through risk management.

Naples Global Advisors has years of experience managing individual and family as well as church and non-profit foundations and endowments. We understand the perpetual nature of the funds and have a successful history of implementing investment plans to stay within established guidelines and on-track to meet long-term goals.

Foundations And Endowments
Foundations And Endowments

Naples Global Advisors has years of experience managing individual and family as well as church and non-profit foundations and endowments. We understand the perpetual nature of the funds and have a successful history of implementing investment plans to stay within established guidelines and on-track to meet long-term goals.

Contact Us Today

Request a consultation to learn more about the investment management opportunities available to you.