How can you pursue what matters most?

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • michael lundon

    Michael Lundon

    Executive Director

    Branch Manager

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    • AK
    • AL
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    • CA
    • CO
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    • DC
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        • Certified Exit Planning Advisor
        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
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        John Kotsonis

        Director

        Admin Manager

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
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        • KY
        • LA
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        • WV
        • WY
              7950 Summerlin Lakes Drive
              Suite 1
              Fort Myers, FL 33907
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              Richard Reinhardt

              Director

              Supervisory Officer

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              • FL
                    Home Worker NC
                    Home Worker NC, NC 000
                  Education financing

                  Education financing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  A way forward

                  Understanding your life, your wealth and what you want to accomplish.

                  We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                  Let's talk about how we can help you plan for the life you want

                  Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.3 trillion

                  In invested assets globally 
                  As of 12/31/2021

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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