Gregory Thomas, AGT - Nationwide Insurance-Greg THMS

Clarity Wealth is a highly regarded wealth management firm based in Naples, FL, dedicated to simplifying the complexities of financial planning for families. With a focus on building long-lasting relationships, their team of experienced professionals helps clients gain clarity and confidence in managing their wealth, both for the present and future generations. Through their Family Wealth Advantage process, Clarity Wealth offers a structured framework that enables clients to understand and prioritize their financial goals, while ensuring a sustainable and rising cash flow that extends beyond life expectancy. With a commitment to stewardship and legacy planning, they assist families in efficiently transferring wealth and values to their loved ones. By organizing and optimizing their clients' financial lives, Clarity Wealth empowers individuals to enjoy their present while confidently preparing for the future.Generated from the website

Our team is led by Founder, Chief Executive Officer, Tom Moran, Senior PIM Portfolio Manager; ranked by Barron's as the #1 Advisor in SW Florida for the past 10 years. In addition to three CERTIFIED FINANCIAL PLANNERTM Professionals, two Certified Financial Analyst charterholders, three Master of Business Administration (MBA) degree holders and a Certificate in Investment Performance Measurement (CIPM) holder, our team includes 28 people dedicated specifically to serving existing clients. We're here with attentive, professional client service to answer your questions and make sure you're informed every step of the way.

Wells Fargo Advisors in Naples, FL is a trusted wealth management firm that helps individuals and businesses connect their money to what is most important in their lives. With a client-first philosophy, their team of experienced professionals offers personalized solutions for wealth planning, investment management, and private wealth services. They leverage best-in-class financial technology to provide clarity, balance, and protection, guiding clients through complex financial decisions and helping them reach their goals. With a focus on stewardship rather than salesmanship, Wells Fargo Advisors treats wealth as a perpetual asset for good. Their customized portfolios and guided process are designed to help clients make thoughtful and intentional money decisions. Whether it's saving for retirement, transitioning a business, or maximizing the impact of their money, the Edwards Group at Wells Fargo Advisors is dedicated to providing a you-nified wealth management experience that empowers clients to achieve their financial aspirations.Generated from the website