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Eric Neuwirth

Advisor at The Pinnacle Financial Group

Updated today
The Pinnacle Financial Group logo

Firm

The Pinnacle Financial Group

Location

Naples, FL 34120

Credentials

CFP®, Series 63, Series 65

Industry experience

44 years

About

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

Client services

Based on The Pinnacle Financial Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on The Pinnacle Financial Group

Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Real estate investing

Fee options

Fixed

Financial planning fixed fees ranging from $1,500 to $10,000

Percentage

0.0% to 2.50% (negotiable, varies based on assets and other considerations)

Commissions

Certain representatives earn commissions as registered representatives of LPL Financial for securities and insurance product sales; no commissions earned on advisory accounts

Other

Fee-only: Financial planning fixed fees ranging from $1,500 to $10,000, negotiable at discretion of TPFG

Location

11864 Gardenia Avenue

Naples, FL 34120

Most active in

Florida

Work history

LPL Financial

2019 - Present (7 years)

Stifel Nicolaus & Co inc

2008 - 2019 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ilia A

Series 65

Naples, FL

Alpha Mode Capital LLC

Active portfolio management
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Options & derivatives strategies
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Archer G

Series 66

Naples, FL

Gillespie Wealth Management Inc

Family Business General estate planning guidance Charitable giving & philanthropy General tax planning Cash flow / budgeting
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Dennis B

CFP®, Series 65, Series 66

Bonita Springs, FL

River Tree Capital Management

Active portfolio management Concentrated stock management Private / alternative investments
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