What we are all about
About Us
Our History
The Founders
Dennis Nelson and Dawn Litchfield Brown, owners of Naples Money Management, LLC., have been serving investors in Naples since 1982. Choosing a financial firm can be confusing and difficult. “It’s like trying on shoes, When the fit is right, you know it!” says Litchfield Brown. As founding partners, Dawn Litchfield Brown and Dennis Nelson believe it is their job to make doing business with them easy.
Our Mission is to provide personalized money management solutions for those who want...
"More income than bonds and growth with less risk than stocks.”
TRUST AND INTEGRITY
Testimonials
The Following is the
History
1987
- Litchfield & Nelson Inc. was incorporated reflecting the two principals.
- Litchfield, Nelson & Co. became the “Doing Business As” (DBA) to reflect that the company consisted of more than two principals. Subsequently those additional principals sold back their interest.
2012
The principals of “The Naples Money Managers” purchased the building in Brown* & Nelson LLC, to house The Naples Money Managers. The building is called The Financial Center, The Naples Money Managers occupies a majority of the building.
*Brown is Litchfield’s married name.2001
2010
2013
Our Philosophy
Intent Versus Action
“We judge ourselves by our intensions and judge others by their actions. We want to make sure that we narrow the gap between intent and action to the point where we are being judged by our actions which are our intentions.”
We Will
Help achieve goals, as opposed to just choosing investments.
Manage risk, as opposed only to chasing higher returns.
Control taxes and investment costs since markets or interest rates cannot be controlled.
Monitor performance and revise strategies as necessary.
The Owl Philosophy
One naturally associates wisdom and vision with an OWL, but many people don’t know that the OWL is the only animal on the earth that can turn its head 360 degrees.
It is imperative that whoever is dealing with your finances look at your financial life from all the angles and from many different perspectives. This Vision is very important, especially for those clients who come to us as they are going through major life Transitions. Whether or not they are going through a transition, all clients want their financial professional to Look Out for them and to Protect whenever possible. Wisdom is often equated with Intelligence, an essential component when choosing an advisor.
Our Intelligence is well seasoned with experience, a life time of comprehensive financial planning and investment results in good markets and bad. Confidentiality is paramount in Finances. Financial confidentially goes hand in hand with family confidentiality. Knowledge of Family Secrets is essential to the family Master Financial Plan and those secrets must be Protected.
