Comprehensive Wealth Management Tailored to your Individual Needs
Comprehensive. Collaborative. Coordinated.
At Local Wealth Management, our in-house Certified Financial Planner® professionals partner with an independent network of institutional investment specialists, attorneys, tax and insurance professionals to deliver actionable advice that is personalized and unbiased.
Personal Wealth Management
Financial Planning
Financial planning is the coordination of every part of your wealth — investments, taxes, estate planning, insurance, and retirement — to help you reach your goals.
Investment Management
A disciplined, personalized strategy to grow and protect your wealth. Our approach is tailored to your goals, risk tolerance, and time horizon — no cookie-cutter portfolios.
Retirement Planning
Plan your cash flow and savings today so your future self has financial freedom. We help you create a retirement income strategy that balances security, flexibility, and tax efficiency.
Strategic Tax Planning
Proactive strategies to minimize taxes and maximize efficiency. From annual filings to long-term tax reduction planning, we help you keep more of what you earn.
Estate & legacy Planning
Protect your legacy and ensure your assets are distributed according to your wishes. We coordinate with estate attorneys to help create a plan that’s clear, efficient, and tax-smart.
Risk Management & Insurance
Safeguard your wealth, and the people you care most about, from life's uncertainties. From life insurance to liability coverage, we design protection strategies customized to your specific needs.
Your Goals. Your Plan. Your Legacy.
Discovery
An introductory session to discuss the questions most important to you and how we can help. We offer to meet you on your terms, whether in person, by video call, or phone. We offer three Collier County, FL locations in our scheduling link and will even meet you at your home or office.
Deeper Dive
A complimentary second session to dive deeper into your goals, financial condition, and goals. This leads to an initial draft proposal and financial plan covering the wealth management areas important to you. We also discuss the scope of work and proposed flat fee.
Plan, Design & Delivery
Our third session is an interactive discussion of our observations and recommendations across the full spectrum of your financial life. We collaborate, fine-tune the details, and put the plan into action.
A Better Way to Wealth
As a independent, registered investment advisory, we are your fiduciary who operates exclusively in your best interest. We only answer to one person, You.
Fee only
No commissions, loads, revenue-sharing, or kick-backs. Ever.
Flat fee
We believe a percentage fee on your portfolio is a wealth tax. We design one, flat fee based on your unique circumstances.