Susko Wealth Advisors

Susko Wealth Advisors Investment Advisors & Certified Public Accountants Where do you see yourself in 5, 15 or even 25 years? How do you envision your future journey?

Are you already retired and, if not, when do you want to retire? What kind of legacy do you want to leave behind? If you’re a business owner, do you eventually plan to sell your company or do you want it to become a multi-generational family business? Do you have a plan for executive succession? Do you want to offer your employees a retirement plan? Your financial goals take planning and action –

because you’re not going to get where you want to go by hoping for the best or leaving it to chance. You need a road map, directions, guidance and regular maintenance to strive toward your destination. That’s what Susko Wealth Advisors does. We spread the map out in front of you and give you all your options. Jaime will deliver their recommendations and provide guidance for you to make the final decision. She monitors your progress to make sure you stay on track. Jaime is the GPS and you are the driver. They are determined to get you where you want to go.

01/01/2025
🚨 ADVOCACY ALERT: The Internal Revenue Service on Friday announced that ALL TAXPAYERS IN FLORIDA now have until May 1, 2...
10/11/2024

🚨 ADVOCACY ALERT: The Internal Revenue Service on Friday announced that ALL TAXPAYERS IN FLORIDA now have until May 1, 2025, to file various federal individual and business tax returns and make tax payments following Hurricanes Milton, Helene and Debby. bit.ly/3YlLzef

07/04/2024

INDEPENDENCE DAY 2024

12/31/2023

Address

4850 Tamiami Trail North, Suite 301
Naples, FL
34103

Telephone

+12395980093

Website

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About

Robert Susko, Sr. founded Susko Wealth Advisors, a Fee-Only Registered Investment Advisor, in 2000. His goal was to create relationships with his clients and understand their life goals. He wanted to reduce their fears of investing and educate them on the complexities of financial planning. Jaime Susko Bollinger, his daughter, became president of Susko Wealth Advisors in 2015. Jaime is a graduate of Pennsylvania State University and is both a Certified Public Accountant and Investment Advisor Representative. Jaime shares the same passion for helping her clients achieve their financial goals. Together they manage over $30M in assets for over 200 clients with offices in Allentown, Pennsylvania and Naples, Florida.