Naples Private Wealth

The firm is structured as a practitioner-led RIA, where the lead advisor — often the founder — chairs the investment committee and selects all third-party managers. The committee is small, relying on external research and custodian platforms for due diligence rather than an internal analyst pool.

It acts as an allocator, not a direct asset manager. Client capital is directed into third-party mutual funds, ETFs, separately managed accounts, and periodic private-market feeder vehicles — none of which are proprietary. The firm’s value proposition is construction, rebalancing, and tax coordination, not alpha generation through internal strategies.

The client base is dominated by retirees and late-career professionals with $2–$15 million in investable assets who relocated to Collier and Lee counties. Many have cross-border interests or summer residences, requiring income distribution strategies that account for required minimum distributions, qualified charitable distributions, and estate equalization.

Almost entirely through professional referrals from local estate planners, CPAs, and existing clients. Naples is a relationship-dense market where country club and nonprofit board involvement often replaces formal marketing. The firm does not advertise nationally and does not operate a wholesaling desk.

No. It is a multi-client RIA serving an external client base, not a single-family office managing one pool of generational wealth. While its advisor may manage assets for a single large family alongside smaller households, the structure is a commercial practice, not a private family office.