Green Valley Wealth Advisors is a wealth advisory firm; an affiliate of Naples Asset Management Company, 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.
Green Valley Wealth Advisors focuses on assisting 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, Green Valley Wealth is built as a boutique wealth advisory business around honesty, integrity, experience, 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 fellow Naples Asset Management investment advisory representatives 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.
A successful relationship should be a win-win for all. Reach out and let’s start a dialogue for better days ahead.
Plan for your future; invest in what matters.