Half a century of collective experience

Knowing you, and your finances, we employ our specialized skills to create comprehensive strategies that align with your risk tolerance and aspirations. Rick, a certified public accountant (CPA), and Bob, a Certified Financial Planner™ professional, bring complementary financial backgrounds and experience to working with you to help ensure the technical and tax planning aspects of your portfolio are covered along with the overall planning of your financial life.

Although our skills are diverse, we share a philosophy of finding the most risk-averse ways to help reach your goals. And, the time we’ve spent honing our expertise means we can help refine your focus and provide custom strategies that are forward-looking for the long term.

CPA services are not offered through Raymond James.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
~ Arthur Ward ~
4933 North Tamiami Trail, Suite 202 // Naples, FL 34103 // Phone: 239-434-6613 // Toll-Free: 888-434-6613 // Fax: 239-434-6751 // Map & Directions
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Naples Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC. | Legal Disclosures | Privacy Policy

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