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Mountains in Clouds

Brian Garnelo

Interning Staff Accountant

Brian is an accounting intern, where he supports clients with bookkeeping, financial analysis, and tax preparation. He is currently pursuing his degree in accounting at Florida Gulf Coast University as well as working toward becoming a CPA. Before joining VMG Financial, Brian built valuable experience in the hospitality industry and dedicated time to volunteering with organizations such as the Harry Chapin Food Bank and Meals of Hope, where he developed a strong commitment to serving others and a detail-oriented mindset. A lifelong resident of Southwest Florida, Brian has lived in the area for almost 20 years, where he was raised and continues to call home. Outside of work, Brian enjoys boxing, exploring new adventures, and spending time with his cats, Tuna and Sprout, as well as his Rottweiler, Val. He is also passionate about personal growth and loves learning about business insights, mindfulness, and self-improvement.

We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Usually…

  • CPAs

CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.

  • Financial Advisors

Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.

  • Attorneys

Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.

Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…

Our Family Office Services

Triangle Wealth.png

Including, but not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

  • Estate Planning

Our mission is to help families maintain financial viability in the present, while taking a proactive approach to achieve future goals.

Office Locations

Naples

2670 Horseshoe Drive N, Suite 204

Naples, FL 34104

Phone: (239) 384-9688

Fax: (888) 882-6585

Estero

10600 Chevrolet Way, Suite 217

Estero, FL 33928

Phone: (239) 390-5005

Fax: (239) 278-7957

Fort Myers

1361 Royal Palm Square, Suite 1

Ft Myers, FL 33919

Phone: (239) 278-0762

Fax: (239) 278-7957

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