Naples Office
4850 Tamiami Trail N.Suite 301
Naples, FL 34103
Phone
239.297.5137
Wealth Management & Trust Services
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 and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Bill paying
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
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.
Managing Director
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