Concierge Wealth Management

Naples Wealth Planning

Mackenzie Rickman joined Naples Wealth Planning in 2017 as Vice President of Investments and Planning. She brings 23 years of financial planning, asset allocation and risk management experience to NWP.

Call me today!

What I Do

What does concierge wealth management include?

  • Wealth accumulation and preservation strategies
With your assets safely held at Charles Schwab, I will develop a personal plan for your specific needs including risk management, tax planning and estate planning.
  • Independent, objective, comprehensive investment advice
As a fiduciary, I make recommendations based on what is best for you, with no conflicts of interest.
  • Bill pay services
Have some important bills that you need to make sure are paid regularly? Let me help!
  • Financial organization
Have you had a recent life change? Divorce? Death of a partner? Change of career? I can help you organize your financial life to move forward with your next chapter.
  • Insurance reviews
Do you have life insurance policies or annuities that you want to make sure are still appropriate for your current needs? I can help you evaluate and understand what you have.
  • Financial education
Do you have questions about your investments or accounts that you have been afraid to ask? Let me help! There are no “dumb” questions, and my goal is to empower you to feel confident about your plan!
  • Technology help
So much of our lives have now gone electronic. This can create fear if you aren’t familiar. I will help you embrace financial technology!

Who I Work With

My specialty is working with high-net-worth individuals and families.

Over time, I have turned my focus toward helping women grow their wealth and empowering them to reach their goals and gain confidence in their financial life.

Times of transition can be particularly stressful, and my passion has become using my financial acumen to help guide women that are in a season of change whether it is a divorce, death of a loved one, retirement, or the sale of a business.

I pride myself on partnering closely with them through these tough challenges to develop a plan, face their fears and inspire confidence in managing their finances for their next chapter.

About Me

I’ve been in wealth management for 23 years. Born and raised in St. Louis, Missouri, I graduated from the University of Missouri with a degree in Finance. I stayed in Missouri for the next 17 years learning all aspects of the financial industry and developing my business with Merrill Lynch, A.G. Edwards and Stifel Nicolaus. In 2005, I earned my Certified Financial Planner™ (CFP®) designation which holds me to the highest standard in the financial planning industry.

In 2017, I made the move to Naples, FL after several trips to meet with clients. I fell in love with Florida and decided this is where I wanted to spend the next chapter of my life. I joined Naples Wealth Planning and the Schwab platform to give me the independence to offer advice and investments based on my client’s needs.

When I’m not working, you can most definitely find me on the tennis courts, in a yoga class, or just outside enjoying this Florida sunshine!

Let me help you spend more time enjoying your favorite things and less time wondering if your money is working for you!

My Promise to You

  • I will Empower you to always understand your options and feel confident in how your money is working for you.
  • Be there for you to help with the stress that comes with financial change no matter what life throws at us.
  • Be your financial partner as you navigate through your fears and concerns.
  • Use my knowledge to organize and prioritize the financial pieces of your life and create a plan that prepares you now and for the future.

"There are only two days in the year that nothing can be done. One is called yesterday and the other is called tomorrow. So today is the right day to love, believe, do and mostly LIVE"- Dalai Lama