FAMILY WEALTH PLANNING GROUP, LLC
NAPLES, FLORIDA

Family Wealth Planning Group, LLC is a prominent full-service wealth management firm that specializes in providing personalized financial strategies for individuals, families, and business owners. Based in Naples, Florida, the company focuses on maximizing clients' wealth, enhancing their lifestyle, and empowering loved ones through meticulous planning and tailored solutions that address complex financial needs. Founded by Thomas L. Lamacchio, who brings a rich history of leadership within Raymond James Financial, Family Wealth Planning Group prides itself on integrity and personalized client relationships. The firm also benefits from Nadia Keric's extensive expertise in managing affluent families' wealth strategies prior to joining the team from Accredited Investors, Inc., further strengthened by her background as a management consultant at Accenture LLC. Operating alongside Raymond James Financial Advisors, Family Wealth Planning Group emphasizes a community-oriented approach with an independent structure that allows for building long-term trusted relationships. The firm's commitment is evident in their focus on providing industry-leading support and superior client service while prioritizing independence and integrity to custom-tailor financial solutions for both short- and long-term challenges. The team, including Janet who co-founded the Naples office with her husband Tom Lamacchio 24 years ago at Raymond James Financial, offers comprehensive operational support and leadership to drive the firm's growth. Janet’s extensive experience in financial services management complements the group's mission to place client needs above all else. Headquartered at 9115 Corsea del Fontana Way, Suite 100, Naples, FL, with a mailing address of 34109, Family Wealth Planning Group continues to demonstrate its commitment to excellence and steadfast growth. Incorporated in June 2016 under the Florida Limited Liability Company Act (FLAL), the company remains actively registered, with recent reports filed on April 17, 2024. Clients looking for financial advisory services can reach out via phone numbers: (239) 321-5001; (877) 752-2237; (239) 316-3251 or visit their website at familywealthplanninggroup.com for more details.