FAC Wealth Management is a fee-only financial planning firm located in Naples, Florida. Our firm specializes in asset management including wealth accumulation and wealth preservation strategies for high net worth clients. Our asset management solutions are used widely among professional investment advisors managing large pension plans and other institutional funds. Typical clients include business owners, entrepreneurs, corporate executives, retirees, individuals and families who are charitably inclined.
FAC Wealth Management offers a FREE newsletter to clients and the general public. Current newsletter topics include financial planning, tax planning, estate planning, retirement planning, asset protection, business planning, economic conditions, investment theory, Dimensional Funds Advisors, and many more.