# Naples Wealth Planning

Naples Wealth Planning is a RIA based in Bonita Springs, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bonita Springs, United States
- **Region:** North America
- **Address:** Naples, FL, United States
- **Assets under management:** Undisclosed
- **Website:** https://napleswealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/naples-wealth-planning-llc

## Regulatory record

- **CRD number:** 330316
- **SEC file number:** 801-129895
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330316

## About

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.

## People

- 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

## 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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- [Aurdan Capital Management](https://altss.com/profile/aurdan-capital-management-llc)
- [FINCOP FINANCIAL PLANNING](https://altss.com/profile/fincop-financial-planning)

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Last updated: 2026-08-11T15:07:34.613Z

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