We understand the needs of our clients and as a result, we deliver a high level of communication, including regular face-to-face meetings followed with detailed written summaries.
Naples, FL (PRWEB) May 21, 2014
Four Seasons Wealth Management, a well-established independent financial advisory firm based in St. Louis, MO, announces the opening of a second full service location at 2148 Tamiami Trail. The new office will give the wealth planning firm the opportunity to cultivate new relationships with successful individuals and business owners in the Naples community who are seeking objective, unbiased and comprehensive wealth management solutions. It will also allow Four Seasons to provide year-round, hands-on financial advice to the firm’s significant number of St. Louis-area clients who reside in the Naples area several months or more throughout the year.
“Opening a new office in Naples is an exciting step forward for our firm,” says Stephen H. Wedel, CFP®, CFS, founding partner of Four Seasons Wealth Management. “Our holistic approach to wealth planning has earned Four Seasons a reputation for excellence in the industry. We understand the needs of our clients and as a result, we deliver a high level of communication, including regular face-to-face meetings followed with detailed written summaries. Our clients are treated with the concierge’s level of service from our advisors, as well as our experienced staff.”
Wedel and Marney Skinner, AAMS will be heading up the new Four Seasons Wealth Management office in Naples. The two trusted and respected advisors look forward to establishing new client relationships based on mutual trust and respect. “Four Seasons Wealth Management has enjoyed strong, steady growth over the past 30 years,” says Wedel. “Expanding our footprint in the Naples area is a tribute to the professionalism, integrity, and objectivity that our team of experienced advisors brings to each client relationship.”
For more information about Four Seasons Wealth Management, visit http://www.4swm.com or call 239-262-6060 or 314-432-2229. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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About Four Seasons Wealth Management
Headquartered in St. Louis, Missouri, Four Seasons Wealth Management is an independent wealth planning firm specializing in helping successful individuals, business owners and families manage their financial affairs. Founded in 1983, the firm was built on the philosophy of independence, teamwork and exceptional customer service. Comprehensive advice is provided across a wide range of topics including retirement planning, investment strategy, risk management, estate planning, education funding and tax planning. As trusted advisors, Four Seasons Wealth Management is committed to helping their clients balance work and leisure and make smart choices for the future so each individual can “enjoy the journey.” For more information, visit http://www.4swm.com.