High Net Worth Advisory Group

High Net Worth Advisory Group

Founded in 2020 and headquartered in Naples, Florida, High Net Worth Advisory Group operates as a registered investment advisor serving individuals, pension funds, trusts, estates, and closely held businesses. The firm launched just as the pandemic accelerated a wave of relocations to Florida's tax-friendly Gulf Coast, positioning it to capture newly arrived wealth from the Northeast and Midwest. High Net Worth Advisory Group provides portfolio construction, retirement planning, and tax-aware wealth transfer strategies for clients who have outgrown generic wealth management platforms but do not meet the typical asset minimums of large multi-family offices. The firm's principal has not been publicly identified in available filings or press reports. The firm's strategy centers on customized asset allocation across publicly traded equities, fixed income, and alternative investments, with an emphasis on capital preservation and income generation — a posture that aligns with the demographic profile of southwest Florida retirees. High Net Worth Advisory Group advises on individual retirement accounts, trust accounts, and defined-benefit pension plans, drawing on a traditional fiduciary model rather than a proprietary product suite. The firm's Florida location gives it direct exposure to real estate and tax-mitigation considerations that dominate client conversations in the region. Without a disclosed track record of named direct investments or private-market commitments, the firm's known deployment leans toward publicly managed portfolios. High Net Worth Advisory Group chooses not to publish its assets under management, headcount, or leadership roster, making it difficult to size the firm from public filings alone. The firm's ADV filing — a required disclosure for registered investment advisors — would contain exact regulatory AUM and named principals, but Altss research has not independently reviewed the latest filing. The address on file points to a single office in Naples, consistent with a boutique practice serving a concentrated regional client base. As of May 2024, the firm had not publicly announced any mergers, acquisitions, or vehicle launches that would signal a change in scale or strategic direction. The firm's structural differentiator is its timing and geography. Florida's post-2020 net migration created one of the largest intergenerational wealth transfers in recent US history, concentrated in precisely the retiree and small-institution segment that High Net Worth Advisory Group serves from Naples. A fiduciary RIA with no proprietary products, operating in a high-trust local market, can compete on relationship depth against national aggregators. Whether the firm builds succession infrastructure or remains a single-advisor practice will determine its investability for institutional allocators tracking the consolidating RIA landscape.