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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
vision was to provide investors with the about more than just investing. It is
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
rm. e result is an impeccable service needs change over time. Furthermore,
experience for his clients. we develop customized portfolios for
each client based on their living plan
Because Crisci Private Wealth and take a Fiduciary role in the
Management only believes in delivering management of their portfolios in the
exceptional service to the individuals Professional Investment Managment
and families they work with, they take (PIM) program. All while keeping a
the time to listen and understand each mindful eye on risk mitigation, tax
person’s values, needs and goals to help e ciency and investment expenses,”
build long-term client relationships.
says Crisci.
“Enjoying the lifestyle our clients have
created is one component of their long
term goals. Clients are also concerned Gary T. Crisci, AWMA®, CDFA® Ray Sullivan, Vice President-Client Solutions; Gary Crisci, Managing
about their wealth accumulation, Managing Principal, PIM Portfolio Manager 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
advice and service that results in
Wealth management is more 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 Offi ce: 239-919-8901 | Toll free: 888-224-0792
Email: gcrisci@criscipwm.com
choose appropriate solutions for www.crisciprivatewealth.com
their clients.
Not FDIC-Insured No Bank Guarantee May Lose Value
The PIM program is not designed for excessively traded 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.