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Naples Wealth Planning
Naples Wealth Planning is a customer-centric HNW private client organization providing financial planning and investment solutions. Advisors build tailored...
Overview
Naples Wealth Planning is a customer-centric HNW private client organization providing financial planning and investment solutions. Advisors build tailored investment strategies and leverage a 5-step process to help clients understand, develop, execute and monitor goals. Services include portfolio management, financial planning, estate planning, private trust services, and insurance planning. The firm charges a fee based on a percentage of total assets managed and uses institutional custodians to hold client assets.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Bonita Springs
Corporate office
Naples, FL, United States
Principals
Brian Bruneau
President
Michael Iacampo
Managing Director, Wealth Management
John D. Cimino
Vice President, Wealth Management
John Watkins
Managing Director, Wealth Management
Andrew J. Krone
MBA, Managing Director – Wealth Management
Jeneé Peters
Managing Director, Wealth Management
Frequently asked questions
Why is this firm based in Naples, Florida?
Naples has become a significant hub for family offices drawn by Florida's absence of state income tax, coastal residential amenities, and a mature ecosystem of trust, legal, and private-banking professionals serving ultra-high-net-worth families. Many single-family offices migrate to Naples from higher-tax jurisdictions as part of broader tax-planning and estate-structured relocations.
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