Local Wealth Advisors

Local Wealth Advisors Flat-fee, fee-only fiduciary financial planning serving Naples, Bonita Springs, and nationwide.

We start by listening, then help you understand your options and coordinate investments, retirement, taxes, estate and insurance decisions.

Planning for the future involves many interconnected decisions. Our newsletter provides educational insights on subjects...
06/01/2026

Planning for the future involves many interconnected decisions. Our newsletter provides educational insights on subjects such as tax considerations, distribution strategies, legacy planning, investment structure, and key inflection points clients often encounter.

These insights are designed to help you stay informed as you consider your next steps. You can subscribe through our website at any time https://localwealthadvisors.com/subscribe/?UTM=newsletter-social

June is National Homeownership Month! Ready to plan your dream home?🏠 Review your credit score: A strong score can secur...
06/01/2026

June is National Homeownership Month! Ready to plan your dream home?

🏠 Review your credit score: A strong score can secure better loan terms.
🏠 Save for a down payment: Start building your savings for upfront costs.
🏠 Understand costs: Consider taxes, maintenance, and insurance in your budget.
🏠 Explore mortgage options: Fixed, adjustable, or FHA loans may suit different needs.
🏠 Plan for the future: Make sure homeownership fits your long-term goals.

A home is more than a purchase—it’s an investment in stability!

05/29/2026

Review your financial apps. Are they helping you stay organized, or is it time to explore better tools?

Happy 529 Day! A brighter future starts with thoughtful planning: 🎓 Explore 529 plans: These accounts may offer tax adva...
05/29/2026

Happy 529 Day! A brighter future starts with thoughtful planning:

🎓 Explore 529 plans: These accounts may offer tax advantages for education savings.
🎓 Start early: Consistent contributions over time can support long-term goals.
🎓 Look for state benefits: Some states provide deductions or matching programs.
🎓 Automate contributions: Regular deposits help maintain steady progress.
🎓 Know eligible expenses: Funds can be used for tuition, books, and additional qualified costs.
🎓 Consider pre-paid plans: Nine states currently offer pre-paid tuition options. 🌴 Florida is one of them.

Every dollar set aside helps support future education needs.

Address

999 Vanderbilt Beach Road , STE 200
Naples, FL
34108

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 12pm

Telephone

+12394225454

Website

https://localwealthadvisors.com/disclosures/, https://localwealthadvisors.com/privacy-

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