Pelican Wealth Advisors, LLC is a fee-based Registered Investment Advisor firm located in the Riverview Corporate Center in Bonita Springs, … More
Welcome to Pelican Wealth Advisors LLC
Reply
Register Here For Our Next
Dinner Seminar...Or Call
(239) 985-4098
Dinner Seminar...Or Call
(239) 985-4098
What is a Registered Investment Advisor
There are very important differences between stock brokers and Registered Investment Advisors or “RIA’s”. We have a legal responsibility to … More
Keeping Your Financial House In Order
One of the topics that comes up during our discussions with clients is how much money should be put at … More
The Reverse Dollar Cost Averaging Nightmare
Most investors are familiar with “Dollar Cost Averaging” which typically occurs during the “asset accumulation and growth phase” of portfolio management. This … More
Nobody Manages Money Like We do
Most financial advisors are stock brokers who “sell” products in order to meet monthly commission quotas set by large investment … More
How Much Money Should You Risk?
When you are working, you have a consistent weekly or monthly paycheck that allows you to pay the bills and … More
RECENT NEWS: Pelican Wealth Advisors Host Free Estate Planning Workshop on May 14th
FOR IMMEDIATE RELEASE Bonita Springs, FL April 30, 2013 - Due to the overwhelming success of the past two estate … More
Tags: bonita springs wealth management, Estate Planning, fort myers wealth management, naples annuity, naples investment advisor, naples investment firm, naples investors, naples wealth management, retirement planningPelican Wealth Advisors Host Two Free “Joyful Health & Wealth” Workshops in April
Pelican Wealth Advisors will be hosting two “Joyful Health & Wealth” free workshops this month: Tuesday, April 9th from … More
Pelican Wealth Advisors Host Free “Joyful Health & Wealth” Workshop on April 29th
FOR IMMEDIATE RELEASE SUMMARY: Naples financial planners, Pelican Wealth Advisors (www.pelicanwealth.com), are hosting the second in a series of free … More
 |
 |
 |
|
||
 |
|
 |
|
||