# PFO Wealth Services

PFO Wealth Services is a Bank / Wealth / Trust based in Naples, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** Naples, FL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** https://pfswealthgroup.com

## Regulatory record

- **Reports private funds:** No

## About

PFO Wealth Services is a wealth manager based in Naples, US. The firm manages approximately $13 million in assets, primarily serving clients in North America.

## Questions

### Who runs PFO Wealth Services?

Principal and leadership information for PFO Wealth Services is not publicly disclosed in regulatory filings or firm communications. Small and mid-sized trust companies in Florida frequently operate under a board of directors and a trust committee, with day-to-day management handled by a president or chief fiduciary officer, but specific names cannot be confirmed from available sources.

### Does PFO Wealth Services manage discretionary portfolios or only administer trusts?

Available evidence points to a model that includes both trust administration and discretionary investment management. Most Florida trust companies with a wealth-management designation offer ongoing portfolio management alongside fiduciary services, and PFO's classification as an asset owner and wealth manager in public records reinforces that it has active investment management responsibilities beyond passive custody.

### What is the regulatory framework for Florida trust companies like PFO Wealth Services?

Florida-chartered trust companies are regulated by the Florida Office of Financial Regulation and must meet capital, fiduciary, and audit requirements. The state's trust laws, particularly the Florida Trust Code enacted in 2007, provide robust asset-protection provisions including dynasty-trust statutes that permit trusts to endure for up to 1,000 years — one of several factors that make Florida a prominent jurisdiction for wealth migration and trust situs.

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Last updated: 2026-08-10T23:49:37.812Z

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