Fee-based Asset Management Firm in Bonita Springs, Naples, Estero, and Fort Myers, FL

Concerned about outliving your money? Are you prepared for nursing home expenses when the time comes? Has the downturn in the economy caused you to reduce your lifestyle?

Set your worries aside and learn how you can have income for life, avoid outliving your money, and leave a legacy to your children.

At Pelican Wealth Advisors, LLC we believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth. This is achieved by creating a family atmosphere and fostering client sharing experiences through monthly educational workshops, wine tastings, and client appreciation events.

The 2000 “dot-com” market meltdown caused me to lose money while the firm that worked for me continued to earn large fees. This experience led me to start my own financial advisor firm, and leverage my expertise in risk management, and find independent solutions for myself and my clients.

As a completely independent, fee-based, asset management firm, we align our compensation with your financial goals in a “win-win” relationship. By focusing on both the Health and Wealth needs of our clients, we have helped them grow their investable assets, enrich their lives and realize their dreams.

Pelican Wealth Advisors, LLC, Investment Management, Bonita Springs, FL