Fac Wealth Management LLC

Located in Naples, FL, the Family Wealth Planning Group is a dedicated financial services provider specializing in customized wealth planning solutions for individuals, businesses, and municipalities. Offering a range of services including wealth management, investment banking, and asset management, they assist clients in achieving their unique financial goals through tailored strategies and comprehensive financial planning. With a focus on personalized attention and meticulous analysis, the team at Family Wealth Planning Group guides clients through intricate financial landscapes, emphasizing sound risk management practices while presenting avenues for financial growth, protection, and succession. With a strong local presence and a commitment to community values, Family Wealth Planning Group stands out for their hands-on approach and objective-driven solutions. Their experienced team leverages their expertise to deliver meaningful financial guidance and specialized assistance that aligns with each client's individual objectives. By combining global insights with a local touch, Family Wealth Planning Group ensures that clients receive attentive and objective-based financial services that cater to their specific needs and aspirations. Generated using this brand's available information

Nadia Keric - Raymond James is a financial advisory firm based in Naples, FL, offering personalized investment strategies and comprehensive wealth management services to a diverse range of clients, including business owners, corporate executives, families, individuals, and women investors. With a personal approach and a commitment to delivering quality service, their team of experienced professionals creates customized solutions tailored to each client's unique needs and goals. As a part of the Raymond James network, Nadia Keric - Raymond James benefits from the resources and expertise of one of the largest and most respected independent financial services companies in the country. With a focus on knowledgeably applying their expertise and providing vital resources for success, they strive to help clients make the most of their investment opportunities and achieve their financial objectives.Generated from the website

We’re proud to serve individuals and families in North Naples, Florida and across the country with personalized, comprehensive wealth management advice and coordination. Whether you're preparing for retirement, designing your estate, or navigating a major life transition, our team is here to guide you. We combine deep local expertise with the strength and resources of a national firm to help you achieve your financial goals with confidence and clarity. Comprehensive planning, broad knowledge spanning financial planning, investment management, estate planning, and tax strategy and preparation. Specializing in ultra-high-net worth families, corporate executives, and business owners. Serving more than 200 families, with over $1.2 billion of assets under management. Consistency of service - we’re proud that our leadership team has worked together for nearly 15 years.