New in the Neighborhood: Trent Grzegorczyk - Wealth Management & Retirement Planning
- 3 days ago
- 4 min read
Updated: 1 day ago
Naples continues to attract accomplished professionals, entrepreneurs, and retirees who are not just relocating geographically - but thoughtfully stepping into their next chapter. With that transition often comes a new set of financial questions, priorities, and decisions. That’s why I like to share when seasoned professionals bring their expertise to the Naples area, even when they’re not “new” to their craft.
One such professional is Trent Grzegorczyk, a wealth manager specializing in retirement planning who has recently established his practice here in Naples. While Trent has been working in this capacity for years, his move to Naples and the launch of his local practice make this a “sort of new” business worth knowing about.
A Thoughtful Focus on Retirement - Not Just Investing
Trent’s work centers on a phase of life where financial decisions begin to matter differently. His clients are typically successful professionals and business owners who have accumulated meaningful savings and are now asking a different question:
“How do I use what I’ve built - wisely, sustainably, and confidently?”
Rather than chasing aggressive growth or frequent portfolio activity, Trent’s approach emphasizes structure, perspective, and long-term clarity. His focus areas include:
Retirement Income Planning: Creating sustainable spending strategies that support lifestyle goals without introducing unnecessary risk.
Long-Term Tax Awareness: Helping clients think through tax implications well in advance - Roth conversions, required minimum distributions, and Social Security timing - before those decisions become urgent.
Investment Management for the Distribution Years: Designing portfolios built for durability, income support, and flexibility as both markets and personal needs evolve.
Ongoing Decision Support: Providing steady guidance during moments that call for perspective rather than reaction.
This measured approach resonates with those who want to reduce financial “noise” and feel more confident about the road ahead.
Clarity Over Complexity
What stands out about Trent’s philosophy is his emphasis on education and boundaries. Rather than relying on rigid forecasts or constant adjustments, he works with clients to establish clear planning parameters- allowing decisions to adapt over time without drifting off course.
The goal isn’t optimization for its own sake, but peace of mind. As many retirees discover, confidence often comes not from doing more, but from understanding why certain decisions make sense and having a steady framework to rely on over time.
Local Roots, National Reach
While Trent lives and works right here in Naples, he serves clients both locally and nationwide. His practice is supported by a national wealth management platform that provides the infrastructure and oversight needed to deliver independent, client-focused advice.
This combination, local presence with broader reach, can be especially appealing to those who split time between residences or maintain financial ties across multiple states.
Why This Matters in Naples
Naples is home to many individuals and families who have been successful in their careers and businesses and are now making thoughtful decisions about the next phase of life. With a high concentration of retirees, near-retirees, and those planning for long-term lifestyle flexibility, the financial questions here often shift from accumulation to preservation, income planning, and tax awareness. Professionals who focus specifically on retirement planning, and understand how these decisions intersect, can play an important role in helping people move forward with clarity and confidence.
A Planning Style That Matches the Naples Lifestyle
Retirement in Naples often looks different than it does elsewhere. For many, it’s an active, engaged chapter filled with travel, family time, and flexibility rather than a dramatic slowdown. That kind of lifestyle benefits from financial planning that supports freedom and adaptability, not constant monitoring or reactionary decisions. A measured, disciplined approach can help individuals stay aligned with long-term goals while still enjoying the lifestyle they’ve worked hard to create.
Experience Over Hype
In a financial landscape often driven by predictions, market headlines, and performance narratives, experience and perspective matter. Thoughtful planning tends to focus less on short-term outcomes and more on understanding trade-offs, setting realistic expectations, and making intentional decisions over time. For many retirees, confidence comes not from chasing what’s next, but from knowing their plan was built with purpose and can evolve without constant disruption.
An Independent Perspective
Independent wealth management can allow for more personalized conversations and fewer one-size-fits-all solutions. When advice is tailored to an individual’s goals, tax considerations, and desired lifestyle—rather than a predefined template - it often feels more relevant and sustainable. This type of structure can be especially appealing to those who value thoughtful guidance, transparency, and long-term relationships over transactional interactions.
Part of a Broader Professional Community
As Naples continues to grow, so does its network of experienced professionals who support the financial, lifestyle, and planning needs of residents at every stage. Highlighting those who bring depth, integrity, and perspective to their work is one way I like to help connect people with valuable local resources - whether they’re new to the area or have called Naples home for many years.
Contact Information
Trent Grzegorczyk
Wealth Management & Retirement Planning
Naples, Florida
📧 Email: trent@trentgrzegorczyk.com
🔗 Advisor Profile: https://www.savvywealth.com/advisor/trent-grzegorczyk
Disclaimer: This New in the Neighborhood feature is not a paid advertisement or a personal endorsement. It is shared as a courtesy to highlight new and “sort of new” businesses in the Naples area as part of my role as a local real estate expert passionate about sharing helpful resources within our community.
All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.
Renee Hahn, Ranked in the Top 0.5% in the Nation
Your Naples Real Estate Expert
📍 Naples, Florida
📞 239.287.2576
Instagram: @reneehahnluxurynaple
sFacebook: LuxuryRealEstateinNaples
Comments