Legates Carr Wealth Management at Merrill, located in Naples, FL, is a team with over 100 years of combined wealth management experience. They offer extensive financial services in a boutique-like setting, tailored to meet the unique needs of clients and their families. Specializing in designing goals-based financial strategies, they focus on helping clients grow, preserve, and transfer their wealth.
With the global resources of Merrill, Legates Carr Wealth Management places clients at the core of their wealth management process. The team collaborates closely with clients, their families, companies, or family offices to create personalized financial approaches. By comprehensively understanding clients' goals, they aim to simplify and streamline the wealth management journey.
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