Page 83 - LIN M-J-J-2023 web-low

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
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
holistic, coordinated strategic planning.

Their affiliation with Wells Fargo
Advisors Financial Network gives them
access to a full range of products and
services without firm or company
mandates, so they are able to help
choose appropriate solutions for
their clients.

Life in Naples | May/June/July 83