Pete James Ingraham - Morgan Stanley

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Naples is here for you, serving Naples, Bonita Springs, Estero, Marco Island, Sanibel, Fort Meyers, Cape Coral, Punta Gorda and Port Charlotte. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

To deliver tailored wealth planning strategies to address the complex and multifaceted needs of affluent families and individuals.

Experience, intellectual capital and dedicated personal service to help you meet your life goals