FINANCIAL GUIDANCE BUILT for life on your terms

You’ve been focused intensely on your business, and now you want to relax, enjoy the outdoors, enjoy life. When it’s time to sell your company, don’t settle for anything less than what you deserve. Our seasoned team can help you make the most of this momentous transition. At Capitas Advisory Group of Raymond James, we specialize in helping owners with business sales, efficiently managing and preserving the wealth created so you can explore the “work optional” lifestyle. We blend ingenuity and skill in guiding you toward your goals – whether for yourself, your family or your legacy. Our mission is simple: To help you live life on your terms.

Tyler Thompson
J. Tyler Thompson, CFP®, AAMS®, WMS®
Financial Advisor

A team with a fresh view OF THE BIG PICTURE

To support your success, our team works to gain exceptional clarity on who you are and what you aspire to, staying connected and focused on your needs. We put all the pieces of the picture together – collaborating with your other professional advisors to create custom strategies for your situation, built to last.

get to know us

BUSINESS OWNERS

We partner with you to create a plan that encompasses your business needs and your personal objectives.

CORPORATE EXECUTIVES

We help build on your success with strategies for preserving your assets and providing retirement income.

FAMILIES & INDIVIDUALS

We guide you along each milestone, from college planning to legacy planning, serving as your financial advisor for life.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte