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Naples Office

Our Naples office provides wealth management services combining sophisticated strategies with personalized guidance tailored to your financial goals.

Contact Naples Office
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Naples Office: 1185 Immokalee Road Suite 104 Naples, Florida 34110

M-F 8:30 AM - 5:00 PM

Contact Naples Office

1185 Immokalee Road Suite 104 Naples, Florida 34110

M-F 8:30 AM - 5:00 PM

We Know Naples

Known for its natural beauty and affluent lifestyle, Naples attracts successful professionals, business owners, and retirees seeking a high-quality lifestyle on Florida’s southwest coast. Our team understands the financial priorities of this distinguished community, from executives transitioning into retirement to entrepreneurs and families managing multi-generational wealth. Whether you’re building retirement income, coordinating estate planning, or optimizing investment portfolios, our Naples financial advisors deliver strategies informed by both local insight and national resources.

Wealth Management Services in Naples

Our Naples financial advisors provide comprehensive wealth management incorporating investment strategies, tax planning, estate planning, and risk management solutions.

Contact Naples Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Naples

Our Naples team operates as fiduciaries with specialized knowledge, accessing Cerity Partners’ full resources to provide comprehensive, coordinated financial guidance.

Meet Our Full Naples Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 27, 2026 - Strong March retail data, bolstered by low unemployment and tax refunds, suggests US consumers are absorbing the energy price shock from the Iran war without…

Rita Lee

Partner

Individuals and Families

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 20, 2026 - Despite conflicting reports on the Strait of Hormuz’s status, its effective closure is disrupting global energy flows, driving up demand for US oil exports and…

Additional Nearby Offices

Boca Raton

4800 T-Rex Avenue,

Suite 275

Boca Raton, FL 33431

Our Boca Raton office delivers wealth management services that combine sophisticated strategies with personalized guidance to support your success.

Contact Boca Raton Office

Jacksonville

1301 Riverplace Blvd, Suite 2140

Jacksonville, FL 32207

Our Jacksonville wealth management office serves individuals, families, and business owners across Northeast Florida with personalized guidance backed by a leading national firm.

Contact Jacksonville Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Naples Office

Our Naples office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Naples Office

1185 Immokalee Road
Suite 104
Naples, Florida 34110

Call us to Schedule: (212) 202-1810

Contact Our Naples Office

Call Us: (212) 202-1810

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