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homeadvisor
angies
8880 Tamiami Trail N, Naples, FL 34108
239-631-7884
Client Access
Wealth Management System
Form CRS
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Services
Financial Planning
Asset Management
Retirement Planning
Legacy Planning
Charitable Giving
Outright Gifts
Will or Trust Bequests & Beneficiary Designations
Charitable Trusts
Private Family Foundation
Community Foundation
Donor-Advised Funds
Corporate Executive Solutions
Tax Planning
Cash Management
Working With Us
Philosophy
Process
People
Performance
About Us
David T. Morgan, CFP®
Howard J. Jordan, CFP®
Kelso K. Huffman
Carl Santos-Ocampo, CFP®
David C. Morgan, CFP®
Katherine Lauer
Addie Santiago Ramirez
Gillian Manantan
Blog
Resources
Events
Contact Us
Services
show submenu
Financial Planning
Asset Management
Retirement Planning
Legacy Planning
Charitable Giving
Outright Gifts
Will or Trust Bequests & Beneficiary Designations
Charitable Trusts
Private Family Foundation
Community Foundation
Donor-Advised Funds
Corporate Executive Solutions
Tax Planning
Cash Management
Working With Us
show submenu
Philosophy
Process
People
Performance
About Us
show submenu
David T. Morgan, CFP®
Howard J. Jordan, CFP®
Kelso K. Huffman
Carl Santos-Ocampo, CFP®
David C. Morgan, CFP®
Katherine Lauer
Addie Santiago Ramirez
Gillian Manantan
Blog
Resources
Events
Contact Us
Events
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