Working toward your goals It starts with a strategic plan
Clegg Wealth Management
239-495-4191
239-949-7500
877-290-9826
8000 Health Center Blvd
Suite 150
Bonita Springs, FL 34135
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
Meet our extended team of specialists
Jeff Strouse, CRPC®, CEPA
Executive Director
Wealth Management Consultant
Patricia A. Green
Director
Senior Wealth Management Banker
William E. Clegg IV has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
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