IRA Rollover Tips | NWP | Naples Florida

Within an IRA, capital gains, dividends, and option premium are collected tax free. We believe this to be one of the strongest arguments for rolling over your 401(k). At CWP, we specialize in managing a dividend strategy that is enhanced by selling covered calls. 

How to Choose the Right Investment Advisor | Naples Florida

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile, and experience