Neil Rongaus - Wealth Manager

03/26/2022

We have the edge because we have Randy.

02/02/2022

02/02/2022

We are pleased to announce the opening of our Naples, FL office today!

We look forward to expanding our footprint and serving families in the Naples community. Please visit us or give us a call if we can help - we look forward to hearing from you.

Our office is located at:
📍 999 Vanderbilt Beach Road, Suite 200
📍 Naples, FL 34108
📞 (239)422-5410

12/22/2021

Incredibly honored to have received this award. I have the best team ever!

07/28/2020

Understanding Big Tech....

The big five tech companies generate almost $900 billion in revenues combined, more than the GDP of four G20 nations. Here's how they earn it all.

05/19/2020

04/09/2020

This could be an investment silver lining and very impactful in the long-run...

Sell a security in your taxable account that’s at a loss to take a tax benefit this year, and simultaneously buy a similar security to replace the one you sold to maintain your position in the market.