Naples, FL Office

TrueVine Family Wealth, LLC is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals and high‑net‑worth clients. The firm prepares a written investment policy statement for each client, may select third‑party money managers on a client’s behalf, and advises across a range of vehicles including mutual funds, equities, fixed income, ETFs, real estate funds/REITs, private placements, venture capital, commodities, and options.

The firm’s investment process combines cyclical, fundamental, modern portfolio theory, and quantitative analysis and employs long‑term trading alongside options strategies (including covered and uncovered positions) where appropriate. TrueVine documents client risk tolerances and time horizons in each IPS, generally operates under discretionary authority to implement strategies, and includes financial planning access for portfolio management clients.

Distinctive features include its recent formation (March 2024) and a very small client roster relative to assets under management, which indicates materially higher AUM per client and an emphasis that includes high‑net‑worth relationships despite no stated account minimum. The adviser is also a licensed insurance agent who may receive commissions on insurance products (a disclosed conflict), requires clients to custody assets at Raymond James, and may place assets with third‑party advisers while charging its standard advisory fee in addition to those managers’ fees.