Finley Wealth Advisors

The typical client of our firm has retired to our small corner of the world - Southwest Florida. They were likely referred to us by a current client or another professional, although not always. Our clients have accumulated a substantial net worth of $2-10 million over their lifetime, now it's time to reap the rewards. New clients often have a familiar need, the prudent management of their investment portfolio and guidance on tax-efficient income distribution. These needs are shared by the majority of our clients and we are experts in meeting them.