Pelican Wealth Advisors, a Bonita Springs Financial Advisor, believes in results driven, actively managed portfolios instead of the sleepy "buy and hold" strategies of the past. Pelican Wealth Advisors are financial advisors, investment advisors, and wealth managers who are passionate about improving the lives of clients through a holistic approach to abundance. Our goal is to ignite and empower o
ur clients to live rich and full lives in wealth and happiness. Every day we see people who are concerned about outliving their money, are unsure about their resources to cover long term care expenses or who have been reducing their lifestyle out of uncertainly of the future. Common questions are:
• Will I have enough money for the rest of my life?
• Do I have the right investment plan?
• Am I taking too much risk?
• What happens if my health changes?
• When should I turn on social security?
• Should I do a reverse mortgage?
• Should I pay off my house?
• Should I have a trust?
• How can I best preserve my legacy?
• What is the gift tax? Our goal is to help you set your worries aside and learn how you can have income for life, avoid outliving your money, and leave a legacy to your children. We help you navigate and plan for the uncertainties that we all face. For the many who are contemplating retirement and those who are currently retired and in the asset preservation phase, our retirement planning and retirement strategies can put you on a stronger footing and help you sleep at night. With a variety of offerings and client experiences, such as educational workshops, wine tastings and client appreciation events, we build relationships with our clients and help them grow their investable assets, enrich their lives, and realize their dreams. Our principal, Dr. Frank Ragonese, a former college professor, is a great educator, and this skill is a great resource for empowering his clients with knowledge and understanding of financial topics that can otherwise seem daunting, but are so vital to good decision-making. Pelican Wealth Advisors is a fee-based Registered Investment Advisor firm serving Bonita Springs, Naples, Estero, & Fort Myers, Florida. As a "holistic wealth management" company, we are concerned with your well-being as a "whole". Our goal is to not only help you achieve financial abundance, but to help you achieve happiness and health in all aspects of life. Our services include:
• Portfolio Development and Management
• 401K Planning
• Investment Management
• Annuities
• Financial Management
• Retirement Planning
• Risk Analysis
We offer complimentary financial planning consultations and invite you to schedule an appointment by dialing 239 985-4097. Please find us on
• LinkedIn https://www.linkedin.com/in/pelicanwealth
• Twitter www.twitter.com/pelican_wealth
• Google + https://plus.google.com/+Pelicanwealth
• YouTube http://www.youtube.com/c/Pelicanwealth
Social Media Terms of Use
Welcome! The purpose of this site is to share ideas and invite discussion, but to ensure that you and all other visitors can enjoy our page, we ask that you follow our clear and simple Terms of Use. By using this site, you agree that you have read and accepted our Terms of Use. Facebook's Statement of Rights and Responsibilities
By using Facebook, you are accepting the policies and practices of Facebook's "Statement of Rights and Responsibilities," as the same may be amended from time to time. For more information about these policies, please visit: https://www.facebook.com/terms.php. Terms of Use
All pages and applications created for Pelican Wealth Advisors, LLC and its affiliates are intended for the purpose of discussing Pelican Wealth Advisors, LLC activities, products, and initiatives. All comments, links, images, videos and other type of material posted ("User Content") are welcome, but must comply with these Terms of Use and Facebook's Statement of Rights and Responsibilities. By posting on this site you acknowledge and agree that:
• You are responsible for the content that you post.
• Your comments and any User Content do not necessarily reflect the opinions or ideas of Pelican Wealth Advisors, LLC, its affiliates or its employees (collectively Pelican Wealth Advisors, LLC).
• Pelican Wealth Advisors, LLC does not verify the accuracy of information posted by others on this site, and Pelican Wealth Advisors, LLC does not endorse or necessarily agree with any public opinions, statements, or comments made on this site.
• All content posted by Pelican Wealth Advisors, LLC on this site is the exclusive property of Pelican Wealth Advisors, LLC, and is protected by copyright, trademark, and other applicable laws.
• By posting on this site, you grant Pelican Wealth Advisors, LLC unrestricted, nonexclusive, royalty-free, perpetual, irrevocable and fully sub-licensable right to use such material in any way Pelican Wealth Advisors, LLC sees fit.
• Our linking to other sites does not mean we endorse their content, and use of any third party sites is at your own risk.
• The materials on this site are not intended to provide legal, tax, financial, or other professional advice. Please contact your legal, tax, or financial professional for guidance about your individual situation. User Content
When using this site, please remember to:
• Be kind and respectful of others and do not defame, libel, ridicule, mock, disparage, threaten, harass, intimidate, abuse, bully, trick, defraud or mislead other users. Do not make any offensive or inappropriate comments that are connected to race, religion, social class, ethnicity, national origin, gender, gender identity, sexual orientation or disability.
• Avoid posts that are threatening, confidential, fraudulent or that use profanity or any other obscene, indecent, pornographic, sexual or otherwise objectionable content or language.
• Avoid posts that break any laws, violate any of Facebook’s rules or that encourage others to do so.
• Avoid posts or comments that can be perceived as promotion or advertising of a product, company or service.
• Be yourself and do not attempt to impersonate any other party or disguise the source of the information you submit.
• Safeguard privacy and avoid providing or soliciting personal information that could be used to identify, track, contact or impersonate you or another person.
• Respect the privacy and choices of others. Pelican Wealth Advisors, LLC reserves the right to remove any posts that violate these requirements. Site Updates
Pelican Wealth Advisors, LLC reserves the right to:
• Modify the contents of this site at any time, but we have no obligation to update any information on the site, or to notify you of changes to the site.
• Block or otherwise prohibit any person from accessing any of our social media pages for any reason whatsoever. We also reserve the right to remove posts, links, and other content at any time in our sole discretion. Privacy Statement
Pelican Wealth Advisors, LLC hosts this site but we are not affiliated with Facebook. As a result, your privacy on this site is governed by Facebook’s policies and practices, as referenced under “Facebook’s Statement of Rights and Responsibilities,” above. If you allow certain information to be available in your Facebook privacy settings, Pelican Wealth Advisors, LLC may use this information to understand and improve its site use. Examples of information we may use are the dates and times of your visits to our site. Employee Use
Pelican Wealth Advisors, LLC employees and contractors who use the site are reminded that such use is governed by Pelican Wealth Advisors, LLC "Social Media Guidelines." Contact Us
To contact us please visit Pelican Wealth Advisors, LLC, Riverview Corporate Center, 27499 Riverview Center Blvd., Bonita Springs, FL 34134 (239) 985-4097. We may at times provide links to articles or websites that a provided by third parties. We believe these sources to be reliable, but accuracy and completeness cannot be guaranteed by Pelican Wealth Advisors, LLC and its affiliates. It is being provided for informational purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet your particular needs. The information on this site is being provided as a general source of information only and is not intended to offer you specific financial guidance. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pelican Wealth Advisors, LLC companies, its affiliated companies, and their representatives and employees do not give legal or tax advice. Before you make any decisions regarding your financial situation, please consult a financial professional or tax/legal professional to discuss your individual circumstances and objectives. Important Note Regarding Facebook "Likes" or thumbs up symbol:
Clicking the Like button does not constitute a testimonial for or endorsement of Pelican Wealth Advisors, LLC any Investment Advisor Representative. This is the only mechanism available to circulate our page. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for our firm. Please understand that we are required to delete such posts, since this is a regulatory requirement.
