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2180 Immokalee Road, Suite 301, Naples, FL 34110

(239) 598-4747
info@aviancepartners.com
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Personalized Wealth Management for Generations

Serving families, executives and business owners since 2008.

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Welcome to Aviance Capital Partners


We are a 100% independently owned wealth advisory firm providing wealth management and financial planning since 2008.


We specialize in retirement income planning, tax-efficient investing and personalized portfolio management uniquely designed to help you reach your financial goals. We help you build, protect and grow your wealth with personalized advice, disciplined investment strategies, and proprietary solutions informed by our in-house research. 


Our low client-to-advisor ratio means you receive dedicated, multi-faceted financial guidance that adapts as your life evolves. We combine the resources of a large firm with the personal attention of a trusted boutique.

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Recent Accolades


We're delighted to have been featured in Worth Top RIA Firms for 2025!


Worth Best RIA Firms / Worth's Top RIA Firms 2025 is presented in partnership between MarshBerry and Worth Magazine. The award was announced on 6/04/2025 and is based off of information provided in a registered investment adviser's Form ADV submitted to the SEC. The rankings in this award were developed in collaboration with Institutional Shareholder Services (ISS). Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking. However, ACP paid a licensing fee to use the award's digital badge. 


Our Services - How We Help

At Aviance Capital Partners, we take a holistic approach to your financial planning, coordinating the following aspect of your finances to fit into your long-term goals:

Aviance WealthPlan™

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Income Solutions

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Investment Management

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Estate Planning

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Meet Our Dedicated Team

Staffed by credentialed professionals - including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) - we combine deep expertise with a client-first approach.

Our team strives to serve each client with personalized wealth management throughout the financial planning process. We believe in forging deep and meaningful relationships with our clients and their families that last for generations.

Jack Brown

Jack Brown, CFA

Chief Investment Officer

Jeffrey​ Pike​

Jeffrey​ Pike​

Chief Operating Officer

Michael Chapman

Michael Chapman, CFA

Portfolio Manager

Alex Crevi

Alex Crevi

Portfolio Manager

Casey Farrow

Casey Farrow

Research Analyst

Jack Campbell

Jack Campbell

Director, Senior Wealth Advisor

Paula Jewell

Paula Jewell

Client Advisor

Frank Aguilera

Frank Aguilera, CFA, CFP®, ChSNC®

Senior Wealth Advisor

Mary-Ann Calcagno

Mary-Ann Calcagno

Client Service & Operations Associate

Brooke Smith

Brooke Smith

Research Analyst

Thomas Kluttz

Tom Kluttz III, CFP®, ChFC®

Senior Wealth Advisor & Portfolio Strategist

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We strive to serve our wealth management clients during the financial planning process through deep and meaningful relationships that last for generations.

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Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.