Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

About our move

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Get to know Our Team

Andrew Widing
Andrew C.R. Widing
Senior Vice President, Investments Financial Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Trim your future tax bill by thinking ahead

Don’t procrastinate when it comes to prepping for tax season.
Read
Tax Planning

Resist Short-Term Temptations

11/12/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
Read
Business Ownership

Equity markets reaction to election: Strong.

11/08/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

Webinar replay - Post-election market analysis

11/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing

Fed elects to cut rates for the second straight meeting

11/07/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Read
Markets & Investing

Go green this holiday season

Simple ways make your celebrations more sustainable.
Read
Family & Lifestyle

The 2024 Election is over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

Read
Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Read
Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
Read
Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
Read
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

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