Pelican Wealth Advisors, LLC Email Format

Investment ManagementFlorida, United States2-10 Employees

Pelican Wealth Advisors, LLC operates in the investment management sector and is based in Bonita Springs, Florida. The firm emphasizes an active, result-driven approach to portfolio management and focuses on providing wealth management services aimed at retirement planning, asset preservation, and creating sustainable income and a lasting legacy for clients and their successors. Serving individuals seeking holistic wealth management, the company places emphasis on client education and relationship building as part of its strategy to improve financial decision-making and overall well-being. Led by Dr. Frank Ragonese, Pelican Wealth Advisors positions itself as a local firm delivering personalized guidance rooted in proactive wealth management principles. The firm describes its mission around helping clients achieve not only financial prosperity but a balanced, fulfilling life, through services that address longevity risk and future uncertainties.

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