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8880 Tamiami Trail N. Naples, Florida 34108

5633 Strand Blvd Ste 301 Naples, Florida 34110

200 Central Avenue St. Petersburg, Florida 33701

727.800.7885

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Secure Document Portal High Net Worth Advisory Group

8880 Tamiami Trail N. Naples, Florida 34108

5633 Strand Blvd Ste 301 Naples, Florida 34110

200 Central Avenue St. Petersburg, Florida 33701

727.800.7885

MENU
Secure Document Portal

How Can We Help?

We believe that the start of any great relationship starts with an open and honest discussion.

We care deeply about addressing your concerns and providing proactive, consultative tax advice. You will be treated like a family member and not just a number as to the size or complexity of your tax planning and compliance needs. If you are looking for a trusted tax advisory team that cares about you and providing good counsel as to your tax planning, please feel free to contact us.

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    727.800.7885

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    hello@hnwtag.com

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    our hours

    Weekdays 8:30 AM – 5:00 PM

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    our individual contact information

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    Aaron Weinberg, CPA

    Managing Tax Partner 727.800.7885

    Howard J. Jordan, CFP®

    Managing Partner 239.734.3045

    Trisha Crombie, CPA

    Director 239.580.6010

    Katherine Lauer

    Practice Manager 239.653.9170

    David T. Morgan, CFP®

    Managing Partner 239.734.3042

    8880 Tamiami Trail N.
    Naples, Florida 34108

         239.631.7884

    5633 Strand Blvd Ste 301
    Naples, Florida 34110

         239.580.6010

    200 Central Avenue
    St. Petersburg, Florida 33701

         727.800.7885
    Secure Document Portal