Your Aspirations are our Inspiration

Shannon T. Pitner, CFP®
Founder & CEO

For more than 35 years, my experienced team and I have worked with each of our investment clients to design a personalized, strategic financial plan that helps them meet their financial goals.

 

We make it our priority to understand your financial objectives and then work together with you to design strategies around those goals.

 

Years of experience have taught us that the right approach is to design a tactical strategy that follows the lives, needs and goals of each family, not by relying on a pre-set checklist or a cookie-cutter plan. 

 

We believe clients choose to work with us because of our individualized consultation that uses a wide range of services to create a sound, active plan that changes to constantly adapt to life events.

A ROAD TO FINANCIAL INDEPENDENCE

 
Ask yourself some questions: Where do I want to be financially? Do I need a new financial plan, or is it time to update one? When was the last time I reviewed my plan? If you are unsure about your answers, you should to talk with us. Your life grows and has different milestones; so should your financial strategy. We believe our clients are better educated, more involved and better prepared to reach milestones and overcome the challenges that occur in their financial life. Our passion is to ensure that our clients are on a financial path to success. 
How prepared are you? 
INDEPENDENT FLEXIBILITY FOR BETTER CONTROL
 
The independent nature of our practice allows us to have control over what we offer our clients, yet our affiliation with Raymond James provides all the services of any major investment firm. When you choose to work with us you are choosing to have the best of both worlds. No matter what stage of your financial life you're in, working with a professional can help you see what to do next. 
Invest in yourself and your future; talk with us today
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© 2020 Nautilus Wealth Advisors 

Securities offered through Raymond James Financial Services Inc. 

Member FINRA/SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Nautilus Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Nautilus Wealth Advisors | 410 N. Miramar Avenue | Indialantic, FL 32903 | 321-724-1888

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