Our Registered Investment Advisor

For Investors


Naples Wealth Planning

© 2023 Naples Wealth Planning, LLC (NWP). All rights reserved. Imprint Wealth, LLC (IW) d/b/a Naples Wealth Planning, LLC (NWP) is our Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and headquartered in Mount Pleasant, SC and Naples, FL.

NWP offers Securities and Brokerage Services through Cape Securities, Inc. and American Global Wealth Management, Inc. (AGW) Member (FINRA/SIPC/ MSRB) and headquartered in McDonough, GA. Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, (NIS) and Avanti Insurance Solutions (AIS) Naples, FL. NWP does not provide tax or legal advice.

For Advisors


in a box.

Are you looking to take your practice to the next level and hit that next milestone?

The Naples Wealth Planning team is here to help support you with the latest fin-tech, compliance, operations, marketing and sales/support. Our team is equipped with the industry’s best practices to help you unleash your growth potential on your own terms.