Historic global wealth management firm acquires area company

Laidlaw Wealth Management adds offices in Tampa and Naples to its Florida portfolio.

  • By Business Observer Staff
  • | 10:48 a.m. October 29, 2020
Courtesy. Brian Bruneau is the COO of both Naples Wealth Management and its parent company Capital Wealth Planning LLC,
Courtesy. Brian Bruneau is the COO of both Naples Wealth Management and its parent company Capital Wealth Planning LLC,
  • Charlotte–Lee–Collier
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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.  

 

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