Neptune Wealth

Jason Kaplan is a financial advisor at Neptune Wealth with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and various other firms. He also has experience working in diverse sectors such as education and golf club operations. Neptune Wealth serves retail and high-net-worth individuals, businesses, and registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm applies a top-down macro allocation framework alongside bottom-up fundamental equity analysis and uses AI research tools to support market and planning analysis.

Joseph Rambow is a financial advisor with Neptune Wealth, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and Raymond James and currently leads several business ventures, including serving as CEO of Neptune Technologies, LLC, a financial technology services firm. Rambow also acts as a chapter advisor for Sigma Nu Theta Alpha at the University of South Florida. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers with services that include investment advisory, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm employs a top-down macro allocation framework combined with bottom-up fundamental analysis and incorporates AI research tools to support portfolio management and client planning.

Thomas Palmer is an advisor at Neptune Wealth with a Series 65 designation and one year of industry experience. Prior to joining Neptune Wealth, he operated NT Yoga and Wellness, LLC and was involved with Hot Yoga Naples. Outside of financial advising, he has a background in yoga and wellness through his business activities. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by offering investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support market and planning analysis.

Mark Strey is a CFP® with 12 years of industry experience, currently serving at Neptune Wealth. He previously worked at Annex Wealth Management, H. Beck, Inc., and Mutual of Omaha. Outside of his advisory role, he owns and operates Integrated Tax Prep & Planning, LLC, providing tax preparation services during the tax season. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers, offering investment advisory services, financial planning, model portfolios, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis for portfolio management, incorporating AI research tools to support market and planning analysis.

Robert Chastain is a financial advisor at Neptune Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Annex Wealth Management and CUNA Brokerage Services. Outside of his advisory role, he serves as a sports referee for football, soccer, and basketball with the Greater Naples Officials Association. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers, providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm employs a top-down macro allocation framework combined with bottom-up fundamental analysis and uses AI research tools to support market and planning analysis.