You Deserve a Wealth Partner Who Gets You
Meet Your Local Advisor, Charley Corbett
An expert who helps you grow, protect, and distribute your wealth
You deserve a partner who listens and understands the complexities you face in your life, career, and unique circumstance. An advisor who meets you on your terms and when most convenient for you.
With over 17 years of experience guiding professionals and retirees, Charley brings calm, clarity, and strategy to every conversation. His approach is flat fee and fee only, so you can trust that every recommendation is aligned with your best interest.
If you’re looking for a seasoned advisor who speaks your language, respects your time, and knows how to tailor a plan that actually fits your life, start by scheduling a quick conversation with Charley.
- 17+ years serving families, businesses, and non-profits organizations
- Flat-fee & fee-only fiduciary
- MS in Personal Financial Planning
- CERTIFIED FINANCIAL PLANNER® Professional
- Rescue diver, fisherman and baseball coach invested in the Naples community
Invested in Naples
FAQ
Retiree
How much do I need to save for retirement?
The real question is, “how many years can I live without working another hour?” Local Wealth Management looks at your income streams, expenses, and assets to determine how wealthy you are in terms of time, not just dollars. Then we help you identify if there is a financial gap and then create a plan to ensure we address the biggest fear for most people: outliving their money.
What should I do after I retire?
Local Wealth Management always encourages our clients to retire to something instead of just from a career. We’ve seen the best outcomes with clients who have an objective and a plan for retirement. This could be traveling, spending more time with family, or simply enjoying your passions.
What costs come up in retirement?
Your spending on lifestyle and travel may slow down over time, but other costs often increase. You’ll need to account for higher health care costs beyond Medicare, as well as possible increases in taxes. Local Wealth Management often refers to the different stages of retirement as the “go-go,” “slow-go,” and “no-go” years to reflect these changes.
Career Professional
How do I fit a meeting with a financial planner into my schedule?
At Local Wealth Management we cater to you, meeting you on your terms and when most convenient. We’ve had calls with busy physicians at 7 a.m. and with C-suite executives in their car on a lunch break. We believe every meeting doesn’t have to be an hour long. We’ll find a way to make the most impact in the 7 to 10 minutes you can give us.
Does Local Wealth Management have a particular investment strategy?
Local Wealth Management believes there’s no single “right” way to invest, and we’re not stuck in one way of thinking. Our investment philosophy is about the process: it should be low-cost, tax-efficient, and tailored to you. It’s not about forcing your goals to fit our philosophy, but about finding the right path to get you to where you want to go.
I'm 45 years old. Do I need an estate plan?
Yes! An estate plan isn’t just about wealth; it’s about protecting what matters most to you. It takes the wealth piece out of the equation and makes it personal. If something were to happen to you and your spouse, an estate plan dictates where your kids would go and takes the decision out of the hands of the courts.