Naples, FL
Serving
Naples, FL
Since
2019
The Naples, FL financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
Located in Southwest Florida, the Naples, FL office began as an initiative in 2019 as a response to Blue Trust’s growing client base in the region over the last two decades. The office operates under the leadership of Senior Private Wealth Advisor Philip Fox and Financial Planner Joshua Custer. Together, they bring over 34 years of experience working at Blue Trust. Their desire is to see individuals, families, and institutions in Southwest Florida receive personalized service and custom solutions to meet their financial and stewardship objectives.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Sr. Partner
Zack Fulmer
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
