How can you pursue what matters most?


A firm like no other

As one of the world’s leading wealth management firms, we have the resources and solutions to help clients pursue their most important goals. But our culture of consistently putting client needs front and center is what truly cultivates successful Financial Advisor and client relationships. Our commitment is to provide industry-leading capabilities, professional training and development, and an entrepreneurial environment where Financial Advisors excel, and their businesses thrive.

Co-workers in a lobby

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.

  • Joe Guccione

    Joseph Guccione

    Executive Director

    Market Director

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    • FL
    • IL
    • NJ
    • NY

          801 Laurel Oak Drive
          Suite 500
          Naples, FL 34108

          Joseph Guccione
          801 Laurel Oak Drive,Naples,FL,34108
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          Linda Chamberlain


          Admin Manager

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          • FL

                7950 Summerlin Lakes Drive
                Suite 1
                Fort Myers, FL 33907
                Linda Chamberlain
                7950 Summerlin Lakes Drive,Fort Myers,FL,33907

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager