High net worth clients in Florida

Welcome to Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 9015 Strada Stell Court, Naples, Florida 34109. Our firm specializes in comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals, retirees, and small business owners. With a deep commitment to ethical practices and a vast array of certifications, Laura L Rehbein is equipped to guide clients through the complexities of financial planning, investment strategies, estate planning, and more. Our advisor, Laura L Rehbein, holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These designations represent her extensive training and expertise in areas such as asset management, domestic partnership advising, estate planning, fiduciary practices, and portfolio management. Laura's dedication to continuous education ensures that she remains at the forefront of financial advisory services, providing clients with the most up-to-date and effective financial solutions.

Welcome to Private Bank, Bank of America, located at 9128 Strada Place, Naples, Florida. We are a premier financial institution dedicated to providing personalized banking and wealth management services tailored to meet the unique needs of our clients. Our team of experienced financial professionals is committed to delivering exceptional service and expert guidance to help you achieve your financial goals. Whether you are looking to manage your investments, plan for retirement, or secure a loan, we offer a comprehensive range of services designed to support your financial well-being. Visit us today and discover how we can partner with you to build a secure and prosperous future.

Welcome to RBC Wealth Management Branch - Naples, located at 800 Laurel Oak Drive, Naples, Florida 34108. As a leading financial institution, we are proud to redefine what you can expect from a full-service investment firm. With our long-standing reputation for integrity and a client-first approach, we are dedicated to the careful management of the wealth entrusted to us. As a global leader in financial services, RBC Wealth Management offers a comprehensive range of resources and unparalleled expertise to help you build, preserve, enjoy, and share your wealth. Our commitment to responsible stewardship extends beyond managing your financial assets to also supporting our clients, communities, employees, and the environment.

Welcome to BNY Wealth Naples FL, your trusted partner in wealth management located at 4850 Tamiami Trail North, Naples, Florida. As a distinguished member of the BNY Mellon family, we bring over 240 years of experience in guiding successful individuals and families in building, managing, and sustaining their wealth across generations and market cycles. At BNY Wealth, we believe that successful investing is not just about what you make, but what you keep. Our Chief Investment Officer, Sinead Colton Grant, shares insights on our mid-year 2024 outlook, helping investors navigate the complexities of today's financial landscape.

Welcome to Vantage Private Wealth, where your financial goals and family legacy are our top priorities. Located at 5551 Ridgewood Drive, Suite 303, Naples, Florida, our team is dedicated to the preservation and growth of your financial assets through transparent and unbiased advice. Explore our latest insights with the "2024 Q2 Market Commentary: An Economic Tightrope" by our Chief Investment Officer, Megan Horneman, available now. We also invite you to listen to our engaging podcasts, “Markets with Megan” featuring Megan Horneman, and “From the Ground Up” with Leo Kelly, for expert perspectives on the financial landscape.

Welcome to J.P. Morgan Private Bank in Naples, Florida, where we put the power of the World’s Best Private Bank to work for you. Located at 850 Park Shore Drive, our Naples team is dedicated to helping you build, preserve, and transfer your wealth with an elevated private banking experience tailored specifically to your needs. At J.P. Morgan Private Bank, we do more than just manage wealth; we add value to your life. Our team of specialists is here to open doors, explore new opportunities, and help you fully realize the possibilities your wealth can create. We are committed to your success, offering a comprehensive array of capabilities designed to meet your financial goals.

Welcome to Key Private Bank - Naples, your trusted partner in financial growth and wealth management. Conveniently located at 3777 Tamiami Trail North, Naples, Florida 34103, our dedicated team of financial experts is here to support you in achieving your unique financial goals. As a proud recipient of the 2017 award for best overall performance for a private bank in North America and recognized as the ‘Best Regional Private Bank’ at the 2021 Family Wealth Report Awards, we are committed to providing exceptional service and innovative financial solutions. At Key Private Bank - Naples, we take the time to listen, understand, and plan around your individual priorities. Our robust digital tools and resources empower you to build, grow, and protect your wealth with confidence. With our secure interactive online tool, you can collaborate with your financial team anytime to explore how market changes may impact your portfolio, allowing you to make informed decisions.

Welcome to Harbour Point Insurance, your trusted partner in securing the future of high-net-worth individuals and business owners. Conveniently located at 800 Harbour Drive, Naples, Florida, we specialize in delivering personalized, concierge-style insurance solutions tailored to protect your most valuable assets. At Harbour Point Insurance, we understand the unique needs of our clients and offer a range of exclusive coverages, including the option to insure vehicles for agreed value and broader coverages, ensuring you can enjoy your assets with complete peace of mind. Our strong relationships with leading insurance carriers enable us to provide the most comprehensive and economical solutions available.

Welcome to Northern Trust, your trusted partner in financial services located in the heart of Naples, Florida. Situated at 500 5th Avenue South, our office is dedicated to providing exceptional financial solutions tailored to meet your individual and business needs. With a strong focus on personalized service, we offer a comprehensive range of financial services including wealth management, investment advice, and trust and estate planning. Our team of experienced professionals is committed to delivering innovative strategies and insights to help you achieve your financial goals. At Northern Trust, we pride ourselves on building lasting relationships with our clients, ensuring your financial future is secure and prosperous. Visit us today to discover how we can support your financial journey.

Welcome to WE INSURANCE LUXURY, your premier insurance agency located in the heart of Naples, Florida. Situated at 700 11th Street South, our agency specializes in providing bespoke insurance solutions tailored to meet the unique needs of our discerning clients. At WE INSURANCE LUXURY, we understand that your assets are not just valuable; they are a reflection of your lifestyle and achievements. Our dedicated team of experienced professionals is committed to offering personalized service and expert guidance to ensure that your luxury possessions are adequately protected. Whether you need coverage for high-value homes, luxury vehicles, yachts, or fine art collections, we work with an array of top-tier insurance providers to deliver comprehensive and competitive policies. Trust WE INSURANCE LUXURY to safeguard your most treasured assets with the attention and care they deserve. Contact us today to discover how we can help you protect what matters most.

Welcome to Charlie Sauer - Associate Financial Advisor, Ameriprise Financial Services, LLC, where expert financial guidance is tailored to meet your unique needs. Located at 12330 Tamiami Trail East, Naples, Florida, our firm is dedicated to providing comprehensive financial planning and investment management services. Led by Charlie Sauer, our team boasts a diverse array of certifications and designations that underscore our commitment to excellence and ethical standards in financial advising. Charlie holds the AAMS™ certification, which ensures a deep understanding of asset management, investment strategies, and estate planning. Additionally, the ADPA™ designation highlights expertise in wealth transfers and retirement planning, particularly for domestic partners.

Welcome to SDG Accountants LLC, your premier destination for world-class tax and bookkeeping services, located at 1 Windrush Boulevard, Indian Rocks Beach, Florida. Specializing in accounting and finance, we cater to clients with international interests, including expats, multinationals, and high-net-worth individuals. At SDG Accountants, we understand the complexities of international tax issues, offering unmatched expertise in U.S. tax laws to provide tailored solutions for your unique needs. Our services include navigating BOI Reporting for parent and subsidiary entities in Miami and Tampa, as well as unlocking Section 179 write-offs for vehicles. What sets us apart is our commitment to excellence and our ability to provide insightful financial advice that empowers our clients.

Welcome to Palm Beach Gallery St. Petersburg Tampa Bay Art & Vintage Design Warehouse, a premier art gallery nestled in the heart of St. Petersburg, Florida. Located at 5566 64th Way North, our gallery offers an eclectic mix of fine and decorative arts, showcasing an impressive array of works from renowned artists’ estates across the nation, including Woodstock, NYC, WPA, Philadelphia, Chicago, and Florida. For over 30 years, we have been at the forefront of the art world, actively managing, representing, acquiring, and exhibiting thousands of works. Our collections are thoughtfully rotated through our mall galleries, featured in our online stores and auctions, and available by appointment at our spacious St. Petersburg warehouse. We also proudly showcase items from our Lake Worth and Pompano Beach locations.

Welcome to Sotheby's International Realty, your premier real estate agency located in the beautiful Indian Shores, Florida. Nestled along the stunning Gulf Coast, our office at Indian Shores is dedicated to providing unparalleled service and expertise in the world of luxury real estate. Whether you are looking to buy or sell a waterfront property, vacation home, or investment opportunity, our team of experienced professionals is here to guide you every step of the way. At Sotheby's International Realty, we pride ourselves on our deep local knowledge and global reach, ensuring that our clients receive the most comprehensive and personalized service. Our commitment to excellence and integrity is reflected in our strong track record of successful transactions and satisfied clients.

Welcome to Luxury Real Estate, your premier real estate agency located in the heart of Indian Rocks Beach, Florida. Nestled in the stunning coastal community of Indian Rocks Beach, our agency is dedicated to providing unparalleled service and expertise in the luxury real estate market. We specialize in connecting discerning buyers and sellers with the finest properties along Florida’s breathtaking Gulf Coast. At Luxury Real Estate, we understand that buying or selling a home is more than just a transaction; it’s a life-changing experience. That’s why our team of seasoned professionals is committed to delivering exceptional, personalized service tailored to meet your unique needs. Whether you’re searching for a beachfront oasis, a modern condominium, or an investment property, we possess the local knowledge and industry expertise to guide you every step of the way.

Welcome to Premier Sotheby's International Realty, your premier destination for luxury real estate services in Belleair Bluffs, Florida. Conveniently located at 2933 West Bay Drive, our esteemed agency is dedicated to providing unparalleled expertise and personalized service to meet all your real estate needs. As part of the globally renowned Sotheby’s International Realty network, we offer an exclusive portfolio of exquisite properties, catering to discerning buyers and sellers seeking exceptional homes and investment opportunities. Our team of experienced and knowledgeable real estate professionals is committed to delivering a seamless and rewarding experience, whether you are buying, selling, or investing in the vibrant Belleair Bluffs market or beyond.

Welcome to Janice Mason Luxury Real Estate Advisor, your premier destination for exceptional real estate services in Dunedin, Florida. Conveniently located at 437 Main Street, our esteemed agency specializes in the buying, selling, and leasing of luxury properties. With a deep understanding of the local market and a commitment to personalized service, Janice Mason and her team are dedicated to helping you find your dream home or sell your current property with ease and expertise. Our boutique real estate agency prides itself on offering a tailored approach to each client, ensuring that your unique needs and preferences are met with the utmost professionalism and attention to detail. Whether you are a first-time homebuyer, a seasoned investor, or looking to relocate, Janice Mason Luxury Real Estate Advisor is here to guide you every step of the way.

Welcome to Gary Davis - NextHome Luxury Real Estate, your trusted real estate consultant located in the heart of Port Richey, Florida. Situated at 9409 U.S. 19, our agency specializes in providing exceptional real estate services tailored to meet the unique needs of our clients. Whether you are looking to buy or sell luxury properties, our team is dedicated to offering personalized guidance and expert advice throughout the process. With a deep understanding of the local market and a commitment to excellence, we strive to make your real estate journey smooth and successful. Discover the difference with Gary Davis - NextHome Luxury Real Estate, where your dream home is just a step away. Contact us today to explore your real estate opportunities in Port Richey and beyond.

Welcome to Florida Luxury Realty, your premier destination for exceptional real estate and insurance services in Port Richey, Florida. Conveniently located at 11923 Oak Trail Way, we specialize in offering personalized solutions tailored to meet the unique needs of our clients. Our expert team is dedicated to guiding you through every step of the real estate process, whether you are buying, selling, or investing in luxury properties. As a trusted insurance agency, we also provide comprehensive coverage options to protect your valuable assets. Our commitment to excellence ensures that you receive top-tier service and expert advice, making your experience with us seamless and stress-free. Discover the difference with Florida Luxury Realty, where your dreams of luxury living and peace of mind are our top priority. Visit us today and let us help you turn your real estate and insurance goals into reality.

Welcome to Billionaire Mega Mansions, your premier real estate agency located in the heart of Port Richey, Florida. Situated at 11923 Oak Trail Way, we specialize in connecting discerning clients with the most luxurious and exclusive properties available. Our dedicated team of experienced real estate professionals is committed to providing unparalleled service, ensuring that your journey to finding the perfect mega mansion is as seamless and enjoyable as possible. At Billionaire Mega Mansions, we understand that purchasing a high-end property is more than just a transaction; it's about finding a home that reflects your unique lifestyle and aspirations. Our extensive portfolio features a diverse range of opulent mansions, each offering exquisite architecture, state-of-the-art amenities, and breathtaking locations. Whether you're looking for a sprawling estate with stunning waterfront views or a secluded retreat nestled in nature, we have the perfect property to match your vision.

Welcome to The Starr Team - Florida Luxury Realty, your premier real estate agency located in the heart of Trinity, Florida. Situated at 2144 Seven Springs Boulevard, our office is dedicated to providing exceptional real estate services to both buyers and sellers in the Sunshine State. Specializing in luxury properties, we pride ourselves on our extensive market knowledge, personalized service, and commitment to achieving outstanding results for our clients. At The Starr Team, we understand that buying or selling a home is more than just a transaction; it’s a life-changing experience. That’s why our team of experienced real estate professionals is here to guide you every step of the way. Whether you're searching for your dream home, looking to invest in a lucrative property, or aiming to sell your current residence, we are equipped with the expertise and resources to make your real estate journey smooth and successful.

Welcome to Florida Luxury Realty: Scott Barrett, your premier destination for exceptional real estate services in Trinity, Florida. Conveniently located at 2144 Seven Springs Boulevard, our office is dedicated to providing unparalleled expertise and personalized service in the vibrant Florida real estate market. At Florida Luxury Realty, Scott Barrett and his team are committed to helping you navigate the complexities of buying or selling your home with ease and confidence. Whether you're searching for your dream luxury property, considering an investment opportunity, or looking to sell your home for the best value, Scott's extensive knowledge and experience in the local market ensure that your real estate journey is smooth and successful.

Welcome to SSI Realty of Tampa Bay LLC, your trusted partner in the dynamic world of real estate, located at 3834 108th Avenue North, Clearwater, Florida 33762. As a premier real estate agency, we specialize in delivering expert advice and personalized services to ensure your success whether you are buying or selling a home—or both. Our commitment is to provide you with professional services backed by years of experience, extensive knowledge, and honed skills. We understand that your real estate journey hinges on the guidance and support of a dedicated agent, and we are here to meet and exceed your expectations.

Welcome to McKenzie Davidson Luxury Realtor with Coldwell Banker, your premier real estate agency located in the heart of St. Petersburg, Florida. Situated at 3637 4th Street North, our office serves as your gateway to the finest properties in the vibrant Tampa Bay area. Specializing in luxury real estate, McKenzie Davidson is committed to providing personalized, professional service to both buyers and sellers. With an extensive knowledge of the local market and a passion for helping clients find their perfect home or investment property, McKenzie Davidson offers a seamless and rewarding real estate experience. Whether you're searching for a waterfront estate, a stylish downtown condo, or a charming family home, we are dedicated to meeting your unique needs and exceeding your expectations.

Welcome to Diana K. Geegan, Keller Williams Luxury Real Estate, your premier destination for exceptional real estate services in the heart of St. Petersburg, Florida. Conveniently located at 400 Beach Drive Northeast, our agency specializes in luxury properties, offering unparalleled expertise and personalized service to meet all your real estate needs. With a deep understanding of the local market and a commitment to excellence, Diana K. Geegan and her team are dedicated to helping you find your dream home or sell your property at its highest value. Whether you're seeking a waterfront estate, a chic downtown condo, or a charming suburban retreat, our extensive portfolio and bespoke approach ensure a seamless and rewarding experience.

Welcome to The Mary Schwegman Group | Luxury Real Estate Consultants, where exceptional service meets unparalleled expertise. Located in the heart of Odessa, Florida, at 13011 Payton Street, our team is dedicated to transforming your real estate dreams into reality. Specializing in luxury properties, we offer bespoke consulting services tailored to meet the unique needs of discerning clients. Whether you're buying or selling, our seasoned professionals are committed to providing personalized guidance and strategic solutions to ensure a seamless and rewarding experience. Discover the art of fine living with The Mary Schwegman Group, where your satisfaction is our highest priority. Contact us today to explore the finest properties in Odessa and beyond.

Welcome to City Luxe Realty, your premier real estate agency located in the heart of Bradenton, Florida. Situated at 1023 Manatee Avenue West, our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. Whether you're buying, selling, or investing in residential or commercial properties, our team of experienced and knowledgeable agents is here to guide you every step of the way. At City Luxe Realty, we pride ourselves on our commitment to excellence, personalized service, and a deep understanding of the local market. Discover the City Luxe difference and let us help you find your perfect property in the vibrant community of Bradenton. Visit us today and take the first step towards achieving your real estate dreams.

Welcome to Premier Sotheby's International Realty, your trusted real estate partner located at 2341 Palm Ridge Road, Sanibel, Florida. As a distinguished real estate agency, we pride ourselves on delivering exceptional service and unparalleled expertise in the Sanibel area and beyond. Whether you're buying, selling, or investing in property, our team of seasoned professionals is dedicated to helping you navigate the dynamic real estate market with ease and confidence. At Premier Sotheby's International Realty, we offer a comprehensive range of services tailored to meet the unique needs of each client. Our extensive portfolio includes luxury homes, vacation properties, and investment opportunities, ensuring that you find the perfect match for your lifestyle and aspirations. With our deep local knowledge and global reach, we connect you to some of the most sought-after properties in the region.

Welcome to Premier Sotheby's International Realty, your trusted real estate partner located in the heart of Bonita Springs, Florida. Situated at 5001 Coconut Point Road, our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of our clients. As a distinguished member of the Sotheby's International Realty network, we combine local expertise with a global reach to offer unparalleled service in the buying, selling, and leasing of luxury properties. Our team of experienced real estate professionals is committed to guiding you through every step of the real estate process with integrity, discretion, and an unwavering focus on achieving your goals. Whether you are searching for your dream home, looking to invest in a vacation property, or seeking to sell your current residence, we are here to deliver a seamless and rewarding experience.

Welcome to The Nick Naples Group at John R. Wood Properties | Christie's International Real Estate, your trusted partner for all your real estate needs in Southwest Florida. Located at 26269 South Tamiami Trail, Bonita Springs, Florida, our agency is committed to providing exceptional service and expertise in the dynamic real estate market of this beautiful region. About Us: Jennifer and Nick Naples relocated to Southwest Florida from New York City in 2004, following their direct experience of the tragic events of September 11, 2001. Their firsthand experience in the financial district during that time inspired their decision to settle in a community where they could raise their children in a nurturing environment. With over 15 years of experience, Nick Naples has become a highly respected figure in the Southwest Florida real estate industry. His extensive knowledge and exceptional skills have made him the go-to advisor for sophisticated real estate investors seeking to buy or sell residential properties.