Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to help you strive for the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.
When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you pursue your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.
We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel to help enhance your financial outlook and propel you toward your goals.
To help our clients reach their financial and life goals so that they can enjoy the life they envision for themselves and their family.
We believe reaching and achieving your financial goals requires FIRST creating a comprehensive, integrated life plan. Your financial plan can be used to help coordinate your family’s financial affairs and goals.
We begin by discussing your goals and concerns – what keeps you up at night when thinking about your future. With a clear road map reflecting your unique situation, we can better help you reach your destination! We’ll put that information to work using Raymond James complimentary financial planning analysis and wealth management tools.
Our financial independence and capabilities allow us to design and recommend a personalized financial strategy that is geared towards meeting your goals while encompassing portfolio management, asset allocation, asset management and (retirement) income planning objectives, etc whether you are a beginning investor or an experienced high net worth investor.
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** a change in policy may incur a medical examination.
IT'S NEVER TOO LATE, OR TOO EARLY, TO START THE FINANCIAL PLANNING PROCESS.
THE IMPORTANT THING IS TO GET STARTED!
We utilize an active portfolio management approach, with both fundamental and technical analysis tools, that adapt to the constantly changing global marketplace. A portfolio is designed unique to each individual’s investment objectives and time frame. We actively manage the portfolio seeking to provide above average returns and/or income, while minimizing risk and volatility.
The dynamics of the stock and bond markets have changed in the past few years. Today's markets demand a more active investment process than the traditional "buy and hold" method that worked well in the 1980's and 90's. We strive to think "outside the box", looking for investments that reduce risk and volatility and yet achieve superior returns.
We start with fundamentally sound, high quality companies with consistent growth and/or steadily growing dividends. We utilize Raymond James award winning research team, as well as several outside research sources, such as Zack's Investment Research and Standard and Poor's. Then we examine the technical attributes of the stock - how it is trading, it's volume and chart pattern. This tactical overlay helps us buy at attractive prices as a stock is beginning it's upward move. We utilize our own technical research team, as well as outside sources such as Investors Business Daily and Dorsey Wright and Associates. We do not try to be 100 % invested at all times. In practice, weak market conditions may cause us to become defensive by moving to larger cash, alternative investment, and short term investment positions.
Consistently positive long term investment returns may be achieved by combining sound buying decisions with a strict sell discipline that seeks to minimize losses, while allowing strong stocks to reach greater potential gain.
I utilize three models around which to build a customized portfolio for each client:
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.