A boutique Naples wealth management and financial planning firm has surpassed a major milestone: $1 billion in assets under management.
The firm, Aviance Capital Partners, was founded in 2008. It manages assets for clients across Florida and beyond, including high-net-worth individuals, business owners, C-level executives and special needs families. The firm also operates in Winter Park, in addition to its Naples headquarters.
“Reaching this milestone is a testament to our clients’ trust and loyalty,” Chief Investment Officer and Partner Jack Brown says in the release. “Many of our clients have been with us for over a decade and have referred friends and family. We’ve built our firm by delivering consistent, long-term results, maintaining transparency and staying true to our personalized approach to wealth management.”…