High-achieving individuals who have attained significant wealth understand the difference between average service and quality service. We do, too.
Our clients are successful business owners, executives, professional athletes and others at the tops of their fields. We believe people who excel deserve service that excels. From the greeting you receive when you call our office to Raymond James' state-of-the-art technology and nationally acclaimed equity investment research, everything we do reflects our commitment to a distinctive level of financial planning service.
Whether you are already retired or just considering retirement ... growing your business or preparing to sell it ... at the peak of your career or still building it ... we'd like to help you pursue your financial goals and enjoy the rewards of your success.
Our Services
Our distinctive service isn't the exception; it's the rule.
Being our clients' advisors for life means offering a comprehensive range of services to help meet their financial planning and wealth management needs including:
- Striving to minimizing tax liabilities,
- Optimizing corporate benefits,
- Providing for business successions,
- Supporting charitable organizations, and
- Being prepared for the unexpected, such as illness or disability.
Our recommendations are soundly based on industry-leading market research and analyses from nationally recognized professionals. We use state-of-the-art investment technology to design and manage our clients' accounts. By applying the latest financial planning simulations and investment models, we can prepare a variety of "what if" scenarios to help frame our recommendations. Our technology also facilitates clear, concise reporting that enables clients to readily track and evaluate the progress of their investments.
In addition, our longevity in the industry has enabled us to create a wide array of business relationships. This extensive professional network gives us valuable insights into money management resources, products and services for our clients.