Fort Myers, FL Office

Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts and estates, business entities, pension and profit‑sharing plans, and charitable organizations. The firm manages client portfolios on a discretionary basis and offers family‑office style coordination (tax and estate planning coordination, cash‑flow management, and succession planning) for clients with at least $2 million in assets under management.

The firm’s investment process begins with a strategic asset allocation that is customized to each client’s risk profile and objectives, with periodic rebalancing and a long‑term buy‑and‑hold orientation across individual stocks and bonds, ETFs, mutual funds, and selected Independent Managers. Asset One also advises on assets held away from clients’ primary custodians—such as variable life and annuity contracts and employer retirement plan assets—and conducts ongoing oversight of third‑party Independent Managers it engages.

What distinguishes Asset One from many peers is its combination of institutional and cross‑industry activity: it provides ERISA retirement plan consulting as a fiduciary, coordinates with other professional advisors and financial institutions, and its supervised persons include registered representatives and licensed insurance agents (relationships the brochure discloses and manages for conflicts). The firm also documents proxy voting procedures through Broadridge, receives institutional support and educational programming via its Schwab relationship, and offers specific family‑office credits for estate and tax preparation for larger clients.