FAC Wealth Management is a fee-only financial planning firm located in Naples, Florida. Our firm specializes in asset management including wealth accumulation and wealth preservation strategies for high net worth clients. Our asset management solutions are used widely among professional investment advisors managing large pension plans and other institutional funds. Typical clients include business owners, entrepreneurs, corporate executives, retirees, individuals and families who are charitably inclined.

FAC Wealth Management offers a FREE newsletter to clients and the general public. Current newsletter topics include financial planning, tax planning, estate planning, retirement planning, asset protection, business planning, economic conditions, investment theory, Dimensional Funds Advisors, and many more.

Market Commentary - June 2009

by Brant M Keller, AIF®, CFP®

The current cyclical bull rally should stay in tact, that being said don’t expect this market to move straight up a pull back is expected but not of dramatic consequences.
Key factors in this cyclical bull market are: (1) a low risk of inflation due to the large gap . CONTINUE READING THIS ARTICLE>>

 
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Top 250 Wealth Advisors - October 2008
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Monthly Financial
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Each month we provide tips to help you on your way to financial security.

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Inflation Around the Corner
by David N. Smith, CFP®, ChFC, CLU

If inflation is coming, how can you take advantage of it to help boost your investment...
CONTINUE>>
 
Retirement for Small Business
Retirement Plans For Small Business
by Glenn Ambach, CFA

Providing a retirement plan for employees can greatly benefit a small business...
CONTINUE>>
 
Living the American Dream
by Steven T. Merkel, CFP®, ChFC

America's future economic strength depends on the quality of our education...
CONTINUE>>
 
Ten Questions about Financial Planning
by James P. Carroll MBA, RFC

During the last few years, much attention has been focused on the need for green....
CONTINUE>>
 

CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol (the CFP symbol) are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP(TM) Board's initial and ongoing certification requirements.

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9015 Strada Stell Ct
Naples, FL 34109

Tel: (239) 596-0118
Fax: (239) 596-0180
Toll-free: (866) 443-6480
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