Page 99 - Life in Naples November 2018

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 firm 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 firms, coupled with defining what is important to each
the intimate feel and relationship- client and working with them to help
focused approach of a small boutique build a living plan that works for them
firm. The result is an impeccable service as their needs change over time.
experience for his clients. Furthermore, we help develop
customized portfolios for each client
Because Crisci Private Wealth based on their living plan and take a
Management only believes in delivering Fiduciary role in the management of
exceptional service to the individuals their portfolios in the Professional
and families they work with, they take Investment Managment (PIM)
the time to listen and understand each program. All while keeping a mindful
person’s values, needs and goals to help eye on risk mitigation, tax efficiency
build long-term client relationships. and investment expenses,” says Crisci.

“Enjoying the lifestyle our clients have
created is one component of their long Pictured below left to right:
Gary Crisci, Managing Principal
term goals. Clients are also concerned Gary T. Crisci, AWMA®, CDFA® Jenny Romero, Client Associate
about their wealth accumulation, Managing Principal, PIM Portfolio Manager Cindy Marsh, Director of Operations
preservation, and succession planning At Crisci Private Wealth they take a Ray Sullivan, Vice President-Client Solutions.
that extends across several generations,” proactive planning approach and
says Crisci.
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 Their affiliation with Wells Fargo
Advisors Financial Network gives them
access to a full range of products and
services without firm or company Crisci Private Wealth Management
2640 Golden Gate Pkwy, Suite 206
mandates, so they are able to help Naples, FL 34105
choose appropriate solutions for Office: 239-919-8901 | Toll free: 888-224-0792
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 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.