Wealth Management Firm Expands Into Southwest Florida

NAPLES, Fla.  – Planning Alternatives, an independent wealth management firm, announces an expansion into Southwest Florida with a new office located at 649 Fifth Avenue South Suite 221 Naples, FL 34102.

The firm has hired experienced local wealth advisor Tom Graney, CFP®, CWS® to lead the operation. Graney brings more than 30 years of experience to Planning Alternatives, including experience opening similar operations in both Naples and Palm Beach. He has spent his career supporting a wide variety of clients – including individuals, families, entrepreneurs, and executives – with their planning needs, through various market cycles. Graney works with the financial professionals on his team to develop and implement plans for retirement, family wealth succession, and estate planning.

“Our expansion to Naples is a natural result of serving a growing number of clients who have relocated to Florida,” said Nathan Mersereau, CFP®, Planning Alternatives’ President. “We welcome Tom to our team and know our clients in Florida will benefit from his decades of experience.”

Graney and his wife Mary Ellen live in Naples and are actively involved in the community.

Founded in 1982, Planning Alternatives, headquartered in Bloomfield Hills, Michigan. Its firm virtues include integrity, transparency, objectivity, empathy and philanthropy.