What A CFP® Professional Can Do for You

No matter your stage of life, a CFP® professional knows how to make sure you’re on the right financial track. A CFP® professional is trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

Why Choose a Certified Financial Planner™ Professional?

Many people believe all financial planners are “certified,” but this isn’t true. Just about anyone can say they are a “financial planner.” However, only advisors who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

Is Your Financial Advisor a CFP® Pro?

Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained and tested in 72 areas of financial expertise. Each CFP® Pro must demonstrate thousands of hours of advising experience prior to earning their certification. You deserve a holistic financial roadmap.

Stuart FL Investment Advisors

Investment Planning

  • Asset Allocation Review
  • Income Stream Analysis
  • Portfolio Fee Analysis
  • Investment Management
  • Tax Loss Harvesting
  • Independent Manager Selection
Financial Planner Stuart Fl.

Financial Planning

  • Retirement Planning
  • Estate Tax Reduction Strategies
  • Family Gifting Programs
  • Inheritance Planning
  • Planning for Liquidity Events
  • Charitable Trust Planning
  • Social Impact Philanthropy
Financial Advisors Stuart Florida

Insurance Planning

  • Annuity Performance
  • Annuity Fee and Policy Review
  • Life Insurance Needs Analysis
  • Life Insurance Policy Review
  • Long-Term Care Protection Strategies

Price Wealth Management professionals hold the CFP®, and CTFA charter designations. How do these credentials benefit me as a client?

We believe expertise and continual learning differentuates some advisors from others. At PWM, our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis.

Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Price Wealth Management, our CFP® (Certified Financial Planner), and  CTFA (Certified Trust and Financial Advisor) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.

Contact Price Wealth Management:

Click Here to Subscribe to our Email Newsletter

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.