INTRODUCING The Van Winkle Portfolio A portfolio for investors who have time on their side. Time eliminates almost all risk. Who is Rip Van WInkle? Do you fear becoming a
Bag Lady? 80% of women do. The fear of running out of money no matter how much they have or told that they will have enough, is real. Ease the fear Seniors are starving for income.
Are you? You can live a good life and not touch the principal. It is possible, even probable Fill Your Plate Are You Producing Enough? Your foundation, charitable trust or even iRA have to produce enough to meet distribution requirements. Produce More, Double Your Income
TRUST AND INTEGRITY

Testimonials

Clients & Friends of Naples Money Managers
Bob Cahners
Client Since 2015
Joan Weinberger
Client Since 1993
Gary & Carolyn Greenfield
Client Since 2002
Richard Etches
Client Since 1996
Cecily Lancit
Client Since 2010
Joe Vergo
Client Since 1993
Mana Holtz
Client Since 1994
Theresa Vergo
Client Since 2014
Roberta Patton
Client Since 1994
All testimonials are provided by clients. Clients providing testimonials are NOT compensation in any way including in-kind compensation.

Connect Your Concerns With Our Solutions

Are you Looking for a Portfolio Tailored to Your Needs?

Whether you need growth, income or both. NMM has a tailored portfolio that will meet both your financial needs and ability to handle risk.
Discover "The Power of Mapato”

Need Retirement Income Security?

Vulnerable millionaires need predictable income without the risk of a 40% drop in the market.
Guaranteed Income

Let Knowledge Not Fear, Provide a Protective Cover to Preserve Your Principal and Allow You to Grow.

Retirement approaches but you still need growth to offset inflation, don’t let fear keep you from growing.
No Fear

Don’t Get
Scammed!

Not just the elderly are getting scammed electronically and on the phone, all of us are all subject to professional scammers.
Rules to Remember

Need to Spend
Less?

Even if you have it, spend a little less. Small changes will cause your savings to pile up, it will become an addictive game.
Let’s Play

Are You Financially Lost?

It is all about the trade-offs. Figure out what you need and what you want today in exchange for tomorrow’s financial security.
Get Back on Track

Are You a Vulnerable Millionaire but Still Need to Grow?

If a 40% drop in the market will change your life then maybe you want to take a second look before it is too late.
Take that Look

Are Annuities Scaring You?

Annuities are not good for everyone, but some annuities are a perfect fit.
Does it fit?

Can you live off
2%?

Retiree’s and pre-retirees are trying to figure out how they can live a good life and not touch the principal. We can show you how.
Lets’ Double It

Life Changing Events, Happy or Sad, Need Your Attention.

Selling your business, inheriting money or receiving a settlement may change your life.
Don’t Blow It

Waiting…How Long Should You Wait to Make a Change?

Don’t wait for the next 40% drop. It could change your life forever!
Stop Waiting

Do You Feel Like You’re Just a Number?

Be a face. Sounds like a false promise in today’s world. An investment relationship is personal!
Hear It and Believe It

Would You Rather Talk About Buying Shoes or About Financial Plans?

Believe it or not they are very similar. When the fit is right, you will know it.
Start Trying Them On

Do You Feel Like You’re Just a Number?

80% of women do. The fear of running out of money no matter how much they have or told that they will have enough, is real.
Ease That Fear

Retired and Taking Too Much Risk to Get the Income You Need?

Counting on growth from the stock market is not a solid plan. Prepared for a time when there is either no growth or worse.
Find a Better Way

Seniors are starving for income. Are
you?

You can live a good life and not touch the principal. It is possible, even probable.
Fill Your Plate

Does Your Paycheck Disappear?

If you have it, you spend it.
Fix It

Are You Producing Enough?

Your foundation, charitable trust or even IRA have to produce enough to meet distribution requirements.
Produce More, Double Your Income
spending every penny of your paycheck
vs.
not spending every penny

$32850

$3 a day spent for a latte over 30 years

$128715

$3 a day invested at 8% over 30 years

Start Early with Less
Vs.
Start Late with More

$396221

Invests $2,000 a year for 8 years

$406141

Invests $2,000 a year starting 9 years later

We’re here to help, Let us.

Talk to Us

Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.
Call Us

Money Management

The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.

Financial Planning

Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.

Annuity Management

For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.

Browse, Watch & Read

The Newsroom

Video Podcasts, Articles, Kinkead’s Korner and more.

Guardianships and Market Guidance

A weekly Video Podcast covering the news, finance and more.

"Now ... it's Up to the Consumer."

A weekly Video Podcast covering the news, finance and more.

Help for the multitasking mom

Mothers are notorious multitaskers known for their ability to juggle a million things at once. Yet when it comes to money matters, multitasking might not be the best approach. In fact, it could be holding you back.

Just like multitasking can lead to stress and burnout, trying to manage your investments without a clear strategy can lead to confusion and missed opportunities. Instead, seek out an Advisor with an actual strategy. By that, I mean an investment portfolio with mathematical parameters that deliver specific results … otherwise, it’s all a guess.

For a new mindset this Mother’s Day, check out the article “The Lies We Tell Ourselves About Multitasking” below, along with other financial news filled with information and inspiration for you this week. Feel free to share with friends and family.

And remember, I’m here for you! As always, please don’t hesitate to contact me with any questions or updates to your plans.

Success in all your efforts,

John
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