Fifth Avenue Family Office - Naples (FL)

James Slaughter Davis Wealth Management is amazing! I would highly recommend them George and Steve!

tory bell I’ve had the pleasure of working with Derek Howe for over 7 years now, and I can confidently say that Derek is one of the most professional and trustworthy individuals I’ve encountered in the financial space. His deep expertise, clear communication, and genuine commitment to my financial well-being has made a significant impact on my long-term planning and peace of mind. Derek consistently takes the time to understand my ever-changing goals, explains complex concepts in a way that even I can understand, and always acts with integrity and transparency. I truly feel like I have a partner who is invested in my success and who consistently goes above and beyond to deliver exceptional service. If youre looking for someone who combines professionalism with a personal touch, I highly recommend Derek Howe, Howe Wealth Management without hesitation.

Tee Whyte Love this branch. They are fast and efficient. Yuly is amazing the lady on the phone service is also amazing. They are really helpful opening my business account.

Ashlyn Burtle I worked with Lindsey to secure a home loan and she was excellent from start to finish! She was very knowledgeable and walked my husband and I through the whole process, answering any questions and dealing with any small issues as they arose. I have recommended her to several friends and will continue to do so.

Brianna Panza Cynthia was great! Very helpful, efficient and quick to respond! 10/10 recommend Cynthia for all your tax needs. I will definitely be using her again in the future

Sandra Agrait Thank you to Mellisa receptionist that was kind and made me feel at home. The staff there was fast and efficient and my taxes were done fast good prices and they ordered all my documents in an app where it is easy to receive updates and makes it easier for us the public. Again thank you to Mellisa she is the fave of the company when you come in and to me that is extremely important to be comfortable doing business will return.