LP Directory

Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies.

Mill Creek was founded in 2006 with a determination to provide informed, unbiased and customized advice to help clients achieve their financial goals. Today, we serve more than 300 families and institutions as an independent, fully staffed investment office, managing approximately $6 billion of assets on their behalf.With an average 18 years of investment, financial planning, tax and legal experience, our team of highly credentialed professionals brings broad expertise and skills to the responsibility of providing objective advice that clients trust. Whatever your financial goals, there are Mill Creek professionals with the right expertise to partner with you. We deliver hightouch individualized advisory services from offices in Philadelphia, New York, Pittsburgh and Naples.

Moran Wealth Management is a wealth manager based in Naples, US. Founded in 2018. Reported AUM: 5000 USD millions.

Sanibel Captiva Trust Company offer is an investment management and private wealth service in Southwest Florida including Tampa & Naples.

The company was established in 1976 under the leadership of Miles C. Collier, grandson of Barron Gift Collier. Collier Enterprises, a member of the Tarpon Blue Family of Companies, has an expansive portfolio of diverse businesses that span various industries, including real estate investments and holdings, agricultural operations, environmental preservation, and restoration projects. Most recently, Collier Enterprises has worked to protect and restore environmental lands in eastern Collier County while creating opportunities to accommodate future growth. In addition, Collier Enterprises has expanded the company’s investment portfolio through joint ventures, partnerships, and capital investments in trending markets nationwide.