Contact
Office:
12687 SW County Road
769 Building 4
Lake Suzy, FL 34269
Phone:
Email:
Get in touch.
Whether you’re ready to build a plan or just want to understand your options, we’re easy to reach and always glad to talk.
FAQ
Frequently asked questions.
What types of clients do you typically work with?
We primarily work with retirees building multigenerational wealth plans, families working to build a strong financial foundation and business owners planning an exit. Our clients generally hold $500,000 or more in investable assets, though we’re open to conversations with those at different stages if there’s a good fit.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer and investment advisor partner — a dually registered firm built to support independent advisors like us. Through &Partners, we access a comprehensive investment platform, compliance infrastructure, operational support, and Fidelity’s National Financial Services custody platform, where your assets are safely held. It’s the institutional backbone that lets us stay independent while delivering quality service.
What does a first meeting look like?
It’s a conversation, not a pitch. We want to understand your situation, your goals, and the questions you’ve been sitting with.
Where are you located, and who can you serve?
Our practice is based in Southwest Florida, serving clients primarily in Punta Gorda, Port Charlotte, Sarasota, Fort Myers, Englewood, Arcadia, and surrounding areas. We’re also licensed to work with clients across the country.
How do you build a financial plan?
Every plan starts with a thorough review of your goals, assets, income needs, timeline, and risk tolerance. From there, we build a structured roadmap in plain language so you always know what you’re working toward and why.
What services do you offer?
We cover retirement income planning, business exit and succession planning, multigenerational wealth strategies, employer plan guidance (401k/SEP), investment management, and insurance planning.