Private Clients

Price Wealth Management is a fee-only advisory firm where we believe in getting to know you so we can work in partnership to attain your specific goals. We design each client portfolio with a goal of managing tax consequences, volatility, and investment expenses so that you retain more of your investment return.

Planning for Life Events

  • Becoming Florida residents
  • Finances during a second marriage
  • Supportive guidance after losing a spouse
  • Education for children & grandchildren
  • Planning a major asset sale
  • Income planning with charity in mind
  • Readiness for hurricanes
  • Diversifying a concentrated stock position

Investment and Estate Planning

  • Generating income for retirement
  • Discretionary asset management
  • Tax aware portfolios
  • Fee analysis and fee reduction
  • Investing for the next generation
  • Reviewing estate plan documents
  • Referrals to legal and tax experts

Planning for Changes in Health

  • In case of long-term illness
  • In case of memory changes
  • Health care strategies with an RN
  • Locating bill pay service providers
  • Partnering with trust service providers
  • Referrals for personal care services

Contact Price Wealth Management:

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309 SE Osceola Street, Suite 105 | Stuart, FL 34994

772-888-3757

Advisory services offered through Naples Wealth Planning, a state registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.

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