At Pelican Wealth Advisors, we're firm believers in a proactive approach to wealth management. Rooted in Bonita Springs, Florida, our strategies are based on active, result-driven portfolio management, superseding the outdated 'buy and hold' methods.
As passionate financial advisors and wealth managers, our mission is to empower our clients towards a rich, fulfilling life, encompassing wealth and beyond. We understand the pressing concerns of longevity risk and uncertainties about the future. Our role is to alleviate these worries, navigating you towards a financial plan that ensures sustainable income, prudent asset preservation, and a lasting legacy for your successors.
We work meticulously with those planning for retirement and those in the asset preservation phase, with strategies designed to secure your footing and enhance peace of mind. We strive to enrich your life, helping grow your assets and enabling you to realize your dreams.
Our approach is client-centric. From educational workshops to client appreciation events, we cultivate strong, lasting relationships. Led by Dr. Frank Ragonese, a seasoned educator, we simplify complex financial topics, enabling informed decision-making.
We define our success by your holistic well-being. As a 'holistic wealth management' company, we aim to guide you towards not just financial prosperity, but an abundant, balanced life.
Explore our services and set up a meeting to start your journey towards financial serenity and abundance. Trust in Pelican Wealth Advisors - your partners in proactive wealth management.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 27499 Riverview Center Boulevard,
- Phone
- (239) 985-4097
- pe****@****ail.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- pelicanwealth.com
- Keywords
- Fixed Indexed Annuities, Variable Annuities, Estate Planning, Long Term Care Strategies, Portfolio Investment Management, 401K & IRA Rollovers.
- HQ
- Bonita Springs, FL - Florida
Pelican Wealth Advisors, Llc Questions
Pelican Wealth Advisors, Llc's helpline number is (239) 985-4097
Pelican Wealth Advisors, Llc's website is pelicanwealth.com
Pelican Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/pelican-wealth-advisors-llc
Pelican Wealth Advisors, Llc has
4 employees.
View email and phone details for 4
employees at Pelican Wealth Advisors, Llc.
Pelican Wealth Advisors, Llc's industry is
Investment Management
Pelican Wealth Advisors, Llc's top competitors are
Sydney Side Real Estate,
Savvy Wealth,
Moran Wealth Management®,
Annex Wealth Management,
Aim Wealth Realty,
Bessemer Trust,
Clarity Wealth,
Neptune Technologies Inc.,
Allegro Capital Advisors.
Pelican Wealth Advisors, Llc's support email address is pelicanwealth@gmail.com
Pelican Wealth Advisors, Llc's categories are Investment Management
Pelican Wealth Advisors, Llc's founding year is 2010
