The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.
As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Our approach focuses on what you want
Financial markets are dynamic, not static, and we believe wealth management should operate the same way. Our investment approach is proactive, yet still conservative from a risk standpoint. We're constantly monitoring market activity and adjusting our clients' portfolios as needed while maintaining a steady focus on both short- and long-term goals. We don't believe in 'staying the course' just for the sake of maintaining the status quo, particularly when a well-informed change in direction could produce improved results.
Part of our strength as financial advisors lies in the fact that when you become a new client, we'll start by simply conversing with you. We'll encourage you to tell us what you're looking for in a wealth management partner and what issues concern you most. After listening carefully, we'll zero in on the most critical aspects of your financial picture and any problem areas that need to be resolved. From there, we'll create a personalized, results-oriented plan geared to clearly defined goals. That plan will include cutting-edge investment strategies that take advantage of the market's informational resources and technological tools, many of which are provided through our affiliation with Raymond James.
A dynamic process with a personal focus
No one-size-fits-all plan or formula can fully address your specific situation. That's why we build our financial plans for each client from the ground up, setting short- and long-term goals and then scouring the market for the most appropriate investment products and financial management resources.
