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Pelican Wealth Advisors

Pelican Wealth Advisors

Investment Management, Riverview CTR BLVD, Bonita Springs, , 34134, Florida, 27499, United States, 1-10 Employees

pelicanwealth.com

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phone no Phone Number: +12*********

Who is PELICAN WEALTH ADVISORS

At Pelican Wealth Advisors, we're firm believers in a proactive approach to wealth management. Rooted in Bonita Springs, Florida, our strategies are based on active, result-driven portfol...

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  • 27499 Riverview CTR BLVD, Bonita Springs, Florida, 34134, United States Headquarters: 27499 Riverview CTR BLVD, Bonita Springs, Florida, 34134, United States
  • 2010 Date Founded: 2010
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211

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Pelican Wealth Advisors Org Chart and Mapping

Employees
Ann Ragonese

Ann Ragonese

Seminar Coordinator

Frank Ragonese

Frank Ragonese

Owner

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Frequently Asked Questions Regarding Pelican Wealth Advisors

Answer: Pelican Wealth Advisors's headquarters are located at Riverview CTR BLVD, Bonita Springs, , 34134, Florida, 27499, United States

Answer: Pelican Wealth Advisors's phone number is +12*********

Answer: Pelican Wealth Advisors's official website is https://pelicanwealth.com

Answer: Pelican Wealth Advisors's revenue is $1 Million to $5 Million

Answer: Pelican Wealth Advisors's SIC: 6211

Answer: Pelican Wealth Advisors has 1-10 employees

Answer: Pelican Wealth Advisors is in Investment Management

Answer: Pelican Wealth Advisors contact info: Phone number: +12********* Website: https://pelicanwealth.com

Answer: At Pelican Wealth Advisors, we're firm believers in a proactive approach to wealth management. Rooted in Bonita Springs, Florida, our strategies are based on active, result-driven portfolio management, superseding the outdated 'buy and hold' methods. As passionate financial advisors and wealth managers, our mission is to empower our clients towards a rich, fulfilling life, encompassing wealth and beyond. We understand the pressing concerns of longevity risk and uncertainties about the future. Our role is to alleviate these worries, navigating you towards a financial plan that ensures sustainable income, prudent asset preservation, and a lasting legacy for your successors. We work meticulously with those planning for retirement and those in the asset preservation phase, with strategies designed to secure your footing and enhance peace of mind. We strive to enrich your life, helping grow your assets and enabling you to realize your dreams. Our approach is client-centric. From educational workshops to client appreciation events, we cultivate strong, lasting relationships. Led by Dr. Frank Ragonese, a seasoned educator, we simplify complex financial topics, enabling informed decision-making. We define our success by your holistic well-being. As a 'holistic wealth management' company, we aim to guide you towards not just financial prosperity, but an abundant, balanced life. Explore our services and set up a meeting to start your journey towards financial serenity and abundance. Trust in Pelican Wealth Advisors - your partners in proactive wealth management.

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