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hen Managing Principal, “What sets our practice 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 tailored 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
practice. The result is an impeccable as their needs change over time.
service experience for his clients. Furthermore, we help develop
customized portfolios for each client
Because Crisci Private Wealth based on their living plan and take an
Management only believes in delivering active role in the management of their
exceptional service to the individuals portfolios in the Professional
and families they work with, they take Investment Management (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
term goals. Clients are also concerned
about their wealth accumulation,
preservation, and succession planning At Crisci Private Wealth they take a
that extends across several generations,”
Is Your
Preferred Date says Crisci. proactive planning approach and
leverage their relationships with estate
attorneys and tax professionals to assist

advice and service that results in
Available? in providing clients with high quality
holistic, coordinated strategic planning.
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Life in Naples | August, September, October 2022 83