Page 99 - LIN.DECEMBERWEBPDF
P. 99
Private Wealth Planning for Your Lifetime
Helping families succeed with personalized wealth planning solutions.
Crisci Private Wealth Management
W hen Managing Principal, “What sets our rm apart is that we
Gary Crisci, established understand that wealth management is
Crisci Private Wealth, his about more than just investing. It is
vision was to provide investors with the about taking a holistic and disciplined
best of both worlds; the knowledge, planning approach that is unique to
analysis, and time tested resources each family we serve. We add value by
available to larger rms, coupled with de ning what is important to each
the intimate feel and relationship- client and working with them to build a
focused approach of a small boutique living plan that works for them as their
needs change over time. Furthermore,
rm. e result is an impeccable service we develop customized portfolios for
experience for his clients. each client based on their living plan
and take a Fiduciary role in the
Because Crisci Private Wealth management of their portfolios in the
Management only believes in delivering Professional Investment Managment
exceptional service to the individuals (PIM) program. All while keeping a
and families they work with, they take mindful eye on risk mitigation, tax
the time to listen and understand each e ciency and investment expenses,”
person’s values, needs and goals to help says Crisci.
build long-term client relationships.
“Enjoying the lifestyle our clients have
created is one component of their long Gary T. Crisci, AWMA®, CDFA®
Managing Principal, PIM Portfolio Manager
term goals. Clients are also concerned Ray Sullivan,Vice President-Client Solutions; Gary Crisci, Managing
about their wealth accumulation, Principal; Chrisandra Downer, Director of Business Development
preservation, and succession planning
that extends across several generations,” At Crisci Private Wealth they take a
says Crisci.
proactive planning approach and
leverage their relationships with estate
attorneys and tax professionals to assist
in providing clients with high quality
Wealth management is more advice and service that results in
holistic, coordinated strategic planning.
than just investing
eir a liation with the independent
brokerage channel of Wells Fargo
Advisors Financial Network gives them Crisci Private Wealth Management
access to a full range of products and 2640 Golden Gate Pkwy, Suite 206
services without rm or company Naples, FL 34105
mandates, so they are able to help Of?ce: 239-919-8901 | Toll free: 888-224-0792
choose appropriate solutions for
their clients. Email: gcrisci@criscipwm.com
www.crisciprivatewealth.com
Not FDIC-Insured No Bank Guarantee May Lose Value
The PIM program is not designed for excessively trades or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisors
disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member of SIPC. Crisci Private Wealth Management is a separate entity from WFAFN.
