Your Fort Myers Financial Advisors and Wealth Management Team
Our team in Fort Myers will customize a strategic wealth management plan to enable you to pursue unique short- and long-term ambitions. We also partner with businesses and organizations in southwest Florida to help ensure their employees are well taken care of and their institutions have financial peace of mind. As fee-only fiduciary financial advisors, we know having confidence in your wealth advisor is critical. You’ve built your wealth through tenacity, perseverance, and patience. We apply those behaviors to manage, preserve, and grow it.
What to Expect at Our First Meeting
At Carnegie, we enjoy making you feel at home when you visit our office at 6830 Porto Fino Circle, Suite One, Fort Myers, FL 33912. However, we are happy to meet you at your home, at a restaurant, or online.
Contact Christene Wojdyla at 239-939-3235 or firstname.lastname@example.org to schedule a meeting. She will help answer questions before your first meeting if needed. Your first visit will include a meet-and-greet with Ian Matheson, Wealth Manager.
This meeting is a casual way to ask questions and learn about our financial and investment services. In the initial discovery phase, it helps to bring statements along to help us understand your financial big picture. Here is a list of documents that are helpful when meeting with a financial advisor.
Fun Facts About Fort Myers
We love Fort Myers and the people in it! Our town is full of fascinating history and exciting places to visit. Take a look: Thomas Edison and Henry Ford spent their summers in this community. They helped establish the Ft. Myers reputation, and there’s a museum dedicated to their impact on the region. I could spend days there, learning all about this history. Our office neighbors the Minnesota Twins spring training headquarters and Lee County Sports Complex. The Fort Myers Mighty Mussels are a minor league baseball team that plays there, too. We always say that if they hit a line drive, the ball might land in our parking lot! When they’re not playing ball, you can find and hear various bands and musical artists playing concerts at the stadium.