Mother-son team build solid financial services niche

With a model of transparent client communication, early and often, Roxane Kronon Galati and Jeff Galati landed on a winning formula.


Stefania Pifferi. Jeff Galati and Roxane Kronon Galati were recently promoted to help oversee private wealth management at Naples-based Capital Wealth Advisors.
Stefania Pifferi. Jeff Galati and Roxane Kronon Galati were recently promoted to help oversee private wealth management at Naples-based Capital Wealth Advisors.
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When Jeff Galati decided to take his dog to the park one weekend four years ago, he didn’t know it would wind up being a major career move. But as Galati was crossing Goodlette Road in Naples, Kevin Erndl just happened to drive by.

‘Be truthful. Do what’s right by your clients, and things will work out in the end. Sometimes we tell (clients) things they don’t want to hear, but it’s the right thing to tell them. So just do things the right way and be honest.' Jeff Galati, Capital Wealth Advisors

 

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