Our Qualifications

JP Turner indepdent financial advisorsHamilton Wealth Management has been working with individuals and businesses in the Lee County area and beyond area for several years.

Michael Hamilton and Robert Schimmel both have extensive personal and professional experience. Both hold various professional and/or educational designations, and are registered and licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. JP Turner financial planning services

One of the benefits of working with us is our ability to provide access to nearly any investment product in the market. As an independent branch office of Centaurus Financial, we are not constrained by proprietary products or sales quotas. Rather, Centaurus Financial, an independent brokerage firm, encourages us to recommend products that are appropriate for your investment goals. Our financial representatives provide a clear, easily understood explanation of financial products and services. The personalized program that we recommend is designed to serve as a roadmap toward an independent financial future.

More about Michael:

With more than 20 years of investment and financial planning experience, Michael Hamilton advises his clients on a broad range of traditional financial and retirement planning strategies.  He prides himself on taking a personal interest in their financial success and providing a level of service that makes important financial decisions seem effortless. “I want my clients to spend more time enjoying their families, friends and recreation, and less time worrying about their everyday financial situation,” he explains.

Michael is dedicated to exceeding client expectations and has developed a professional staff to efficiently and effectively handle any situation.  A wealth management specialist and retirement plan consultant, Michael is knowledgeable in structuring trusts.

Before establishing Hamilton Wealth Management in 2009, Michael was a senior vice president at Raymond James & Associates. He also held positions as vice president of investments with Prudential Securities and associate vice president at Smith-Barney. 

Originally from New York and raised in Bucks County, Pennsylvania, Michael has been a resident of Florida for over 20 years. He lives in Cape Coral with his wife, Mercy, their two children, Kimberly and Madison, and their Welsh Corgi, Vicki. In his free time, he enjoys cinema, golfing and fishing, and has served his tenure as president of the Filipino-American Association, a nonprofit organization that he founded. He has also served on the board of directors at the Gabriel Foundation in Fort Myers, which assists handicapped children. Michael is an active member of Knights of Columbus.

Please schedule an appointment today for a complimentary consultation. Michael is prepared to put you – and your investment needs – first.  We’re looking forward to using our expertise to help you pursue your financial goals.

For more about Robert, hold your cursor on "About Us" at the top of the page, and then click on "Hamilton Wealth Management Team" in the drop down menu.