Fee-Only Wealth Management Firm in Naples, FL
Rezny Wealth Management is a fiduciary wealth management firm serving clients in Naples, FL. We work with individuals, families, and entrepreneurs to holistically plan for each client’s unique financial objectives.
We create custom wealth management financial plans and portfolios that address estate planning concerns, retirement income production, insurance needs, tax issues, and more.
Fee-Only Means We’ve Got Your Best Interests at Heart
As a fiduciary investment management firm, we implement a transparent fee schedule for all of our financial planning and management services. We don’t sell financial products like mutual funds or annuities since these can cause conflicts of interest.
Our advisors do not charge hidden fees nor do they accept commissions of any kind from any source. As our client, you have confidence knowing that every investment in your portfolio is selected with only your best interests in mind.
With us, you can plan your future confidently, knowing that you have an advisor on your side who works relentlessly for you and not for a brokerage firm.
By employing a tactical approach to asset management, we actively focus on investments that will be most productive for you. To address a variety of financial goals, we offer the following services:
Through internal research and analysis, we invest portfolios in market sectors and asset classes where we feel you will receive the best opportunities.
We construct unique, goal-based financial plans for clients. Our processes start with identifying your objectives and addressing the risks that might prevent you from meeting your long-term goals.
Our wealth managers develop strategies that maximize retirement savings and minimize your current tax liabilities.
We provide adaptive, timely, and research-based management services.
What is your approach to wealth management?
We work with different clients. We know that time frame and risk tolerance vary from one client to another. We sit down with clients to learn more about them so we can customize portfolios according to their needs.
What is a fiduciary duty?
A fiduciary obligation requires advisers to act for the sole interest of clients
always. It is the highest act of client loyalty, as established by the law.
What does a typical client look like?
Our private client group consists predominantly of individuals
ranging in age from 50 to 90 years old. Our clients are pre-retirees and retirees. Many of our clients have recently or will soon experience a major life change, such as retirement, a new marriage, or the passing of a partner or spouse. They are concerned about the impact of these life changes on their
long-term financial and retirement plans.
What will happen to my existing portfolio if I transfer to you?
We take care of all the paperwork related to moving your existing account. We can also invest in almost any type of investment and work with your current custodian to make sure that the transition goes smoothly. Also, we are most likely to implement changes over time to minimize tax consequences and any disruptions to your portfolio.