Private Wealth Management

Wealth is
personal.
So are we.

Corso Wealth is a private wealth practice built for individuals and families who expect more — more attention, more coordination, and a partner who answers only to them.

Begin a Conversation Our Approach
As Featured In
About Corso

Built for families who expect more

Corso intentionally limits the families we serve. You work directly with Trent — supported by a curated network of tax attorneys, estate planners, and specialist managers coordinated on your behalf.

12+
Years in Wealth Management
100%
Fee-Only & Fiduciary
Independent
No Wirehouse, No Conflicts
Select
Client Relationships by Design
Our Philosophy

Alignment First

Fee-only and fiduciary. No commissions, no proprietary products — just advice built around your objectives.

Orchestrated Expertise

A vetted network of tax attorneys, estate planners, and specialist managers — coordinated so nothing falls through the cracks.

Generational Thinking

Estate, tax, and investment planning unified into one strategy that evolves with your family.

Radical Transparency

You'll always know what you own, what you pay, and why we recommended it.

What We Do

Comprehensive wealth
management, orchestrated

We coordinate every dimension of your financial life under one roof — eliminating gaps, redundancies, and misalignment.

Investment Management

Diversified, long-term portfolio construction spanning public equities, fixed income, alternatives, and real assets — designed to withstand economic cycles and tailored to your objectives.

Tax & Wealth Strategy

Roth conversions, capital gains harvesting, charitable giving structures, and retirement income sequencing — coordinated to minimize your lifetime tax burden and maximize after-tax wealth.

Retirement & Income Design

Comprehensive income architecture showing exactly where cash flow is generated and why — weaving together Social Security, pensions, distributions, and investment income into a clear, sustainable strategy.

Estate & Asset Protection

Trust structures, beneficiary coordination, liability review, and wealth transfer strategies — working alongside your estate attorney and insurance specialists to protect what you've built.

Who You'll Work With

Fewer clients. Greater depth.
No compromises.

Corso was built around a simple conviction: serious wealth deserves an advisor who knows your full picture — not just your portfolio.

Trent Grzegorczyk

Trent Grzegorczyk

Founder & Principal

Trent founded Corso after more than twelve years in wealth management, with deep expertise in investment management, tax-optimized retirement planning, and coordinated financial strategy for high-net-worth individuals and families.

A fiduciary by conviction, Trent built Corso around the idea that the best advisory relationships are built for depth — direct access, coordinated strategy, and an advisor who understands how every piece of your financial life connects.

12+
Years in Wealth
Fee-Only
Always Fiduciary
Naples
Based & Rooted
Naples Retirement Notes Trent's ongoing journal on retirement, tax strategy & wealth stewardship
→

Most advisors manage portfolios.
We coordinate your entire financial life.

If you're ready for a partner who sees the full picture — not just the investments — let's talk.

Start a Confidential Conversation
Get in Touch

Begin the conversation

Every relationship begins with a confidential, no-obligation conversation. No sales pitch — just an honest discussion about whether Corso is the right fit.

Office

999 Vanderbilt Beach Rd, Suite 200
Naples, Florida