We are a full service registered investment advisor in Naples, Florida. Our clients include individuals, businesses, trusts, non-profits, special needs families, and even pets! Our core business model includes: customized investment management, financial concierge services, and the technology of our primary custodian, Fidelity Investments. In addition, we are one of the few investment firms that specializes in Sustainable & Socially Responsible investing strategies. Please visit our website to learn more about our firm and our Disclosures (Form ADV, Part 2) on www.responsibleadvisors.com