There are those who want someone to act as a foreman for everything that encompasses their financial life. We are there through all of life’s financial challenges to assist them, protect their finances and safeguard their income stream. There are others who want someone to manage a specific part of their portfolio. We are there to provide them with an open architecture platform of financial managers from whom to choose or to utilize one of our in-house management strategies. There are those who need financial guidance through lifestyle changes. We are there to help navigate the transition.
“Our Mission is to provide personalized money management solutions for those who want, “More income than bonds and growth with less risk than stocks.”
Dennis Nelson and Dawn Litchfield Brown, owners of Naples Money Management, LLC., have been serving investors in Naples since 1982. Choosing a financial firm can be confusing and difficult. “It’s like trying on shoes, When the fit is right, you know it!” says Litchfield Brown. As founding partners, Dawn Litchfield Brown and Dennis Nelson believe it is their job to make doing business with them easy.
- Founded in 1987 as Litchfield Asset Management, Inc*.
- Introduced the first in-house money management, originally called Foundation 20 Plus, now known as ‘Mapato’ (A Covered Call Strategy), in the year 2001
- $105.785 Million –(AUM) as of 12/31/2016
- Minimum account size $1,000,000
- Registered Investment Advisor (RIA) Designation*
*Registrations an investment adviser, or any reference to the firm being or the use of the term "registered", "registration" or "registered investment adviser" does not imply a certain level of skill or training. *See Company History