Finley Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

780 5th Ave S Ste 200, Naples, Florida, ...

Phone Number

(239) 267-7500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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ZI Rank
1
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1
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About Finley Wealth Management

ANTOLINO Wealth Advisors specializes in fiduciary wealth management, offering services such as tax planning, investment management, and financial planning tailored for individuals and families with significant wealth ranging from $500,000 to $50 million. The firm is dedicated to minimizing taxes, protecting assets, and facilitating wealth transfer while providing objective guidance aligned with clients' unique goals. With a commitment to trust and transparency, ANTOLINO serves clients across Southwest Florida and beyond, ensuring a personalized approach to each client's financial journey. The team is composed of experienced advisors who prioritize client satisfaction and long-term stewardship.Explore more
Finley Wealth Management's Social MediaPopular SearchesFinley Wealth Management LLCFinley Wealth AdvisorsFinley Wealth ManagementFinley WealthWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Finley Wealth Management Org Chart

PhoneEmail
Douglas Finley, President at Finley Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finley Wealth Management

<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
-
MK
Michael KarstensFounder & President
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
11-50
Private
-
2010
MC
Michelle CampbellDirector, Investment Management
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Finley Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Finley Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Finley Wealth Management.

Finley Wealth Management Tech Stack

A closer look at the technologies used by Finley Wealth Management

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Frequently Asked Questions Regarding Finley Wealth Management

What is Finley Wealth Management's official website?
Finley Wealth Management's official website is www.mywealthadvisor.com
What is Finley Wealth Management's Revenue?
Finley Wealth Management's revenue is <$5 Million
What is Finley Wealth Management's SIC code?
Finley Wealth Management's SIC: 62,628
What is Finley Wealth Management's NAICS code?
Finley Wealth Management's NAICS: 52,523
How many employees does Finley Wealth Management have?
Finley Wealth Management has 1-10 employees
What industry does Finley Wealth Management belong to?
Finley Wealth Management is in the industry of: Finance, Securities Trading
What is Finley Wealth Management competition?
Finley Wealth Management top competitors include: Focus Financial Network, Meridian Wealth Advisors, Callahan Financial Planning, Clarity Capital Advisors
What technology does Finley Wealth Management use?
Some of the popular technologies that Finley Wealth Management uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Finley Wealth Management?
Finley Wealth Management contact info: Phone number: (239) 267-7500 Website: www.mywealthadvisor.com
What does Finley Wealth Management do?

ANTOLINO Wealth Advisors specializes in fiduciary wealth management, offering services such as tax planning, investment management, and financial planning tailored for individuals and families with significant wealth ranging from $500,000 to $50 million. The firm is dedicated to minimizing taxes, protecting assets, and facilitating wealth transfer... while providing objective guidance aligned with clients' unique goals. With a commitment to trust and transparency, ANTOLINO serves clients across Southwest Florida and beyond, ensuring a personalized approach to each client's financial journey. The team is composed of experienced advisors who prioritize client satisfaction and long-term stewardship.Read More

What are Finley Wealth Management social media links?
Finley Wealth Management Linkedin page Finley Wealth Management Twitter page Finley Wealth Management Facebook page
Is Finley Wealth Management a public company?
Finley Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Finley Wealth Management

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