Connect with Top-Rated Financial Planners in Bonita Springs!

Portfolio Medics is a boutique investment advisory firm that provides low-correlated and non-traditional investment strategies to minimize exposure to market risk. The firm helps uncover opportunities for returns through all phases of each market cycle, allowing advisors to build a unique and thriving practice. With near-unlimited flexibility, Portfolio Medics offers all the tools, platforms, and guidance needed to succeed, including generous payout grids, top-tier marketing support, and streamlined compliance processes.

Rinaldi Wealth Management is an independent financial planning firm located in Bonita Springs, Florida, providing personalized investment, tax, estate, business, and insurance advice to help clients achieve their retirement goals. Led by a fiduciary CERTIFIED FINANCIAL PLANNER, the team offers customized financial planning and investment management services to over 200 families. When approaching retirement or already retired, our team helps navigate the complex financial landscape, providing guidance on wealth management, retirement planning, and more. Whether you're looking to grow your wealth, protect your assets, or ensure a secure financial future, our experts are here to help.