Aviance Capital Partners is an independently owned wealth advisory firm providing wealth management and financial planning services since 2008. Based in Naples, Florida, the firm serves families, retirees, high-net-worth individuals, executives, business owners, special-needs families, and people new to Florida. Its approach combines personalized advice and dedicated client relationships with disciplined investment strategies and in-house research. The firm limits the number of clients each advisor serves, aiming to provide guidance that can adapt as clients’ circumstances change.

Aviance’s services include its Aviance WealthPlan™, investment management, retirement income solutions, estate planning, IRA plan management, and support for 401(k) plans and inherited IRAs. The firm focuses particularly on retirement income planning, tax-efficient investing, and personalized portfolio management, with the goal of helping clients build, protect, and grow wealth in pursuit of their financial goals. Its team includes professionals with financial planning and investment credentials, including Certified Financial Planners and Chartered Financial Analysts. Aviance also offers second opinions, educational articles, market updates, and opportunities to book a meeting.