Green Valley Wealth Advisors is a wealth advisory firm affiliated with Naples Asset Management Company (NAMCOA – https://namcoa.com/), a federally registered investment advisory firm (RIA).
Green Valley grew from the plantings of Eric Linser, CFA, who after the better part of nearly two decades as a successful financial advisor, felt a need to provide individual investors with more knowledgeable guidance and counseling around wealth management.
Eric’s passion for investing and assisting others led him on a career path of working with large investment firms over the course of his career with ever increasing responsibilities, all the while keeping in mind his Midwestern roots of friendliness and work (and family) values. In the midst of the Great Recession, Eric had an awakening moment and realized there were many people who were utterly lacking the knowledge and guidance necessary to achieve a successful retirement.
In the spring of 2009, Eric left Wells Fargo’s private asset management group and established Green Valley Wealth Advisors, focusing on helping individuals, small businesses, and retirees in need of investment counseling, in coordination with advanced wealth transfer techniques not found in the normal planning process.
To that end, Eric built a boutique wealth advisory business around honesty, integrity and experience. Eric believes Green Valley Wealth has the support and tools in place to stand out from the pack, to instill confidence, and build long-term trust.
“Managing change is one of life’s great learning experiences that all people try earnestly to avoid. We become very attached to the familiar, and sometimes this attachment can interfere with our ability to move on to something more positive.” ~ Chloe Clark
Green Valley Wealth and Naples Asset Management offer fee-based, discretionary advisory services. Unlike many other firms, we have no ties to, and do not receive commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. We unequivocally reject all soft dollar arrangements and sales bonuses. We offer truly objective investment advice with only our clients’ best interests in mind; the true meaning of fiduciary.
We work with custodians such as Fidelity, Schwab, and Interactive Brokers for safeguarding one’s investment assets, be it in a IRA or a taxable/trust account. For corporate retirement plan services, such as 401k, 403(b) and profit-sharing plans, we use the services of Principal and Ascensus as well as other third party plan providers.
We are committed to providing exceptional, personalized advice, and will design and manage a plan designed to meet your specific needs.
Our culture is defined by independent thought and critical analysis. Each advisor brings with him or her a unique background and talents which we collectively share. We demand accountability, both from ourselves and in the investments we make.
We tend to exercise patience in an effort to find attractive investment opportunities. We are driven to continually improve our investment results and to seek new insights to exploit market inefficiencies. We look to be innovative in our investment strategies, offering us an edge in finding world class opportunities and making money for our clients.
A successful relationship should be a win-win for all.
Plan for your future; invest in what matters.