Wealth Management and Tax Services in Fort Myers, FL

Integrated wealth management, tax, and business services from a dedicated team of credentialed professionals. We help you make the most of what you have so you can pursue your goals with confidence.

At True Wealth’s Fort Myers office, you’ll work with a dedicated team of credentialed professionals (CFPs®, CFAs®, and CPAs) each with 5+ years of experience. Our advisors collaborate across disciplines to give you integrated guidance on investments, taxes, and long-term planning.

We serve individuals, families, and business owners in the areas surrounding Fort Myers, including Bonita Springs, Cape Coral, Captiva, Estero, Naples, Punta Gorda, Sanibel, and more. Many of our clients are executives, entrepreneurs, and professionals who need help aligning personal and business finances, navigating equity compensation, or coordinating retirement contributions across multiple accounts.

Whether you’re building wealth, approaching retirement, or navigating the complexities of business ownership, we’ll create a plan tailored to your situation, not a one-size-fits-all approach.

Financial Planning. Your financial life plan is the cornerstone of every decision. Our CFP® professionals build a custom roadmap that adapts as your life changes, aligning your investments, taxes, insurance, and estate plans toward your goals.
Investment Management. We use science-based, time-tested strategies to build portfolios matched to your risk tolerance and timeline. Our disciplined process filters out the noise so your money works in sync with your plan.
Tax Services. We take a proactive, multi-year approach to tax planning to minimize what you owe, then our in-house CPAs handle your tax preparation. When both are integrated with your financial plan, it leads to greater insights and more favorable results.
Business Services. We help business owners focus on what they do best by handling accounting and bookkeeping, business taxes, and advisory services that give you the right financial information at the right time.
Family Office Services: For affluent families, we coordinate all aspects of your financial life, including administrative services, tax-aware investing, and charitable giving strategies, so you can regain clarity and time.

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Latest Financial Insights

We offer the latest financial insights on trends and strategies in financial planning, retirement planning, and tax and business services for small businesses. Whether you’re approaching retirement or looking to optimize your business finances, advice from our experienced professionals will help you navigate the complexities of today’s financial landscape. Stay informed, make smart decisions, and secure your financial future with our timely and insightful updates.

Insights

Taxes

Installment Sales: How to Spread a Large Capital Gain Across Multiple Tax Years

Key Takeaways A major liquidity event can create a substantial mismatch between the wealth created and the wealth retained after taxes. Installment sales can help

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