Historic global wealth management firm acquires area company

NAPLES — A New York City wealth and money management firm that dates back to before the Civil War has acquired Naples Wealth Planning, a registered investment advisor (RIA) with four offices in Florida.  

Terms of the deal — Laidlaw Wealth Management buying Naples Wealth Planning —weren’t disclosed. The agreement, according to a statement, will add four new offices, in Naples, Tampa, Stuart and Miami, to Laidlaw’s existing Florida location in Boca Raton. Naples Wealth Planning will continue to operate under its brand name and will be led by Brian Bruneau, the COO of both Naples Wealth Management and its parent company, Capital Wealth Planning LLC. Upon completion of the transaction, Bruneau, with senior management experience at MetLife, Hartford Private Capital Management, Bank of America/Columbia Management and Zurich Financial Services, will join the Investment Committee for Laidlaw Wealth Management, the release adds.