Working toward your goals It starts with a strategic plan

Clegg Wealth Management






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
Senior Wealth Management Banker

William E. Clegg IV has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2020


Planning for the future

Selling your business: Proceed with passion

Creating your legacy

Creating a legacy that lasts