Naples Wealth Planning
SEC RegisteredThe Better Way To Financial Freedom
About the firm
Naples Wealth Planning is a customer-centric HNW private client organization focused on providing clients with the most appropriate financial planning and investment solutions for their stage in life. NWP advisors leverage a 5-step process to help clients understand, develop, execute, and monitor their financial goals. The firm is committed to transparency, strategy, and security in its financial planning and investment services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, estate planning, private trust services, insurance planning, and life events financial planning. Advisors leverage FinTech tools such as Morningstar and Riskalyze to calculate investor risk profiles, monitor portfolio allocations, and project future outcomes.
Who they serve
High-net-worth (HNW) private clients seeking tailored financial planning and investment solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 181 | $71M |
| High Net Worth Individuals | 44 | $156M |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Naples Wealth Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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