WorthyNest®, a fee-only financial planning and investment management firm located in Punta Gorda, FL, helps parents build and preserve wealth without compromising their values. We leverage technology to serve clients locally and nationally. Our specialty areas include small business owner planning, education funding, tax mitigation, and charitable giving decisions.
WorthyNest® creates a safe place for families to reflect on their history, values, and desires. We will likely enjoy working together if you:
1) Care about your family’s wellbeing
2) Want to lead a life of significance, enriching the lives of others, and
3) Value a long-term, trusted relationship with a professional advisor who truly cares.