Naples Trust & Wealth Services Serving Florida

Deeply Rooted in Trust. Built for the Future.

For 25 years, we’ve been helping families preserve, grow, and protect their wealth with the same vigilance and ingenuity that shaped our beginnings. Now as Florida Trust Wealth Management, we carry forward these qualities under a new name that reflects the communities we serve – and our vision for generations to come.

Our expert team takes pride in delivering a wealth management experience that is thoughtfully tailored and purposefully aligned with your goals and values. It’s about helping you live the life you’ve envisioned, while we care for your financial future.

Since 2001, we’ve grown alongside our clients through life’s changes, challenges, and celebrations, honoring the trust they’ve placed in us. We invite you to explore our story and the principles that continue to guide us today.

Discover The Difference

2001

Founded in Sanibel

2014

Reaching $1 Billion AUM & Growing

2025

Now Florida Trust Wealth Management & Passing $5 Billion AUM

See Our Full Journey

Confidence

At Florida Trust Wealth Management, client confidence isn’t assumed — it’s earned every day.

With a 98% client retention rate maintained over a quarter-century, the proof is in our actions. It reflects the enduring trust our clients place in us to guide and protect their wealth through all of life’s transitions. Trust isn’t just in our name — it defines how we operate.  

Integrity

At Florida Trust Wealth Management, integrity is foundational to how we protect and manage wealth for our clients.

We serve as a stable, conflict-free fiduciary for all clients. Florida Trust does not sell proprietary products or use incentive-based sales, ensuring we consistently act in your best interests. 

Ability

At Florida Trust Wealth Management, our diverse and credentialed team enables us to deliver sophisticated wealth management solutions. 

Our team includes 7 Certified Public Accountants (CPAs), 9 CERTIFIED FINANCIAL PLANNER® practitioners (CFP® professionals), 8 Chartered Financial Analysts (CFAs), 6 Certified Trust and Fiduciary Advisors (CTFAs), and 5 attorneys (J.D.s), all bringing decades of specialized experience with the highest standard of fiduciary care.

Wealth Management Designed for Your Life

Wealth management is more than an investment strategy. It brings together essential pieces like planning, investing, and financial protection to support your life today and create a lasting legacy for generations to come. Our comprehensive services are designed to grow with you and your vision for the future.

Explore All Services

Family Office Services

We offer a highly tailored approach to managing the financial and investment needs of business owners and multi-generational families, supporting the unique complexity of family wealth and your legacy.

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Trusts & Estates

With expert guidance and consistent oversight, we help ensure that your legacy supports your family and the causes you care about for generations to come.

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Retirement & IRAs

We guide individuals and families with tax-efficient retirement strategies that support your income needs today and prepare for wealth transfers to future generations.

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Financial Planning

The cornerstone of comprehensive wealth management, a thorough financial plan offers direction, security, and peace of mind as your wealth grows and your life evolves.

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Investment Services

Rooted in a consistent, long-term approach to investment management, we’re guided by your goals and our belief in the principle: “know what you own and why you own it.”

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The Latest From Florida Trust Wealth Management

Explore the latest news, market insights, and more for Florida Trust Wealth Management.

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New Name.
Same Promise.

Florida Trust Wealth Management