Aviance Capital Partners adds Tom Kluttz III

Aviance Capital Partners, a wealth management and financial planning firm headquartered in Naples, announced the addition of Tom Kluttz III as Senior Wealth Advisor and Portfolio Strategist. Kluttz holds the Cerified Financial Planner certification and is a Chartered Financial Consultant, and brings more than two decades of experience from national institutions including J.P. Morgan and Huntington Private Banks. In his new role, he will focus on delivering highly personalized, integrated financial solutions to Aviance clients.

“Working within large, publicly traded banks often required balancing shareholder interests with client needs,” Kluttz said. “At Aviance Capital Partners, I have the opportunity to focus exclusively on serving clients and supporting the broader community.”

Kluttz prides himself on building strong, multigenerational relationships with the families he serves. “My philosophy has always been to help clients make informed decisions at each stage of their financial lives,” he said. Drawing on his experience at multiple national institutions, Kluttz applies a structured, integrated approach to advice, planning, and portfolio discussions. “Each institution had a distinct process,” he noted. “Combining those perspectives allows me to offer clients a more seamless and holistic experience.”

Kluttz brings a hands-on approach to helping clients navigate retirement planning and financial security, particularly addressing the common fear of running out of money in retirement. “Using detailed scenarios and hypothetical portfolios, I help clients feel confident about their financial futures,” he noted. Beyond financial guidance, Tom is eager to engage with local nonprofits, schools, and community initiatives. “I’m excited to contribute to the Naples community while representing Aviance Capital Partners, making the city an even better place to live and work,” he said.