The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people. While risk is the key to unlocking greater gains, it can also be a source of sleepless nights and fingernails chewed to the quick. Each of
Wealth Management In Bonita Springs, FL
We meet you as a fiduciary wherever you are in the life cycle of your wealth. We develop unique wealth management strategies to minimize taxes, protect assets, maximize growth, distribute retirement assets, and transfer wealth. Whether you are at the stage of accumulation, preservation, or distribution we will tailor our fee-only fiduciary process to meet your individual wealth management needs because each family is unique.
Estero Office
10600 Chevrolet Way, Suite 101
Estero, FL 33928
239-267-7500
Douglas Finley, MS, CPWA®, CFP®, AEP®, CDFA®
Fee-Only Wealth Advisor
Mr. Finley founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in wealth management for the middle class millionaire.
Amber Braatz, MBA, CFP®
Fee-Only Wealth Advisor
Amber has a passion for helping people achieve financial and life goals. She chose to join Finley Wealth Advisors because of the firm's culture of always putting the client first at all times, in all matters. The culture meshed well with the core of her being and the way she has always lived her life. Amber believes that working in a fee-only fiduciary model was the only way for her to truly align her values with working in the financial services industry.
Our Fiduciary Pledge To You
Because you deserve pure unbiased financial advice. We follow a fiduciary standard and are proud to commit to the following five fiduciary principles:
1.
We will always put your best interests first.
2.
We will act with skill, care, diligence, and good professional judgment.
3.
We will not mislead you, We will provide you an open disclosure of all important facts.
4.
We will avoid conflicts of interest.
5.
We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Investment Advisor Affiliations
The Finley Wealth Advice Blog
It's About Helping You Become The Hero Of Your Own Financial Story
September 3, 2024
Recent history shows the challenge of trying to pick “hot” sectors in advance. Sectors represent groups of companies that make similar products or offer comparable services. From 2014 to 2023, no sector was a consistent outperformer (see Exhibit 1). Energy, the best performer in 2016, 2021, and 2022,
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You will occasionally receive information designed to help you become a more informed investor. Our desire is to share the latest research and commentary with you, above all. As a result, you will learn more about Fee-Only Fiduciary Wealth Management and Evidence-based Investing because as a well-informed investor you will be better positioned for the future.
About Us
At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fee-Only Fiduciaries, our advice aligns solely with your interests.
Services
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Finley Wealth Offices
Contact
Head Office:
10600 Chevrolet Way, Estero, Florida, 33928, United States
Tel: +1 (239) 267-7500
Email: info@mywealthadvisor.com
Hours: 9am - 5pm Mon-Fri
© 2023 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)
Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the State of Florida. All expressions of opinion are subject to change. All the information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. There is no guarantee investing strategies will be successful. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.