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At Naples Wealth Planning, We Stay True To Our Core Values, Mission And Vision So You Can Benefit From Our Loyal Commitment To Execute On Your Needs
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Unlike rigid or narrowly focused managed account strategies, NWP designed our portfolio offerings to consider every aspect of your overall financial picture. Your Advisor or Advisory Team will recommend a tailored portfolio aligned with your goals.
You’ll have total access—and the final say. After weighing your team’s recommendations and rationale, you’ll make all final investing decisions. And you’ll receive in-depth reports and scheduled communications on an ongoing basis to help you stay on track.
At the core of your wealth management strategy is your portfolio. Using our modern approach to portfolio construction, your advisor will help you choose an asset allocation with the optimal blend of growth and income, depending on your risk tolerance, financial goals, and circumstances.
Get access to our helpful retirement kit which includes several guides that address topics you should consider when planning your retirement.
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© 2020 Laidlaw & Company (UK) Ltd. All rights reserved. Laidlaw Wealth Management, LLC – Naples Wealth Planning is a registered investment advisor with the (SEC) headquartered in New York, NY and Naples, FL – Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, Naples. Laidlaw Wealth Management, LLC – Naples Wealth Planning (NWP) may offer securities through Laidlaw & Company (UK) Ltd., Member (SIPC) and FINRA broker-dealer registered in the United States, clears on a fully-disclosed basis through INTL FCStone Financial Inc., a member of the Securities Investor Protection Corporation (SIPC). Laidlaw & Company International Limited is authorized and regulated by the Financial Conduct Authority (FCA) in the UK (Firm Reference No: 537165). Laidlaw & Co (UK) Ltd., Laidlaw Wealth Management, LLC – Naples Wealth Planning do not provide tax or legal advice.