What makes us different

Ask our clients to describe us and we believe they’ll often use words such as professional, knowledgeable, accessible, caring, trustworthy, comprehensive and dependable. Here’s how we describe what makes us different from the average advisor.

Our investment philosophy and process

Successful financial planning begins with setting realistic goals and identifying the risks and returns for reaching those goals. Our wealth management model identifies risk associated with defined goals, measures progress, and assists in looking at alternative approaches for pursuing our clients’ objectives. Our wealth management process is designed to help simplify the complexities of our clients’ financial lives and help them clearly know what their money is doing.

The Raymond James advantage

Markedly different from the corporate Wall Street approach, Raymond James financial advisors such as us have the independence to meticulously tailor customized long-term financial plans and make investment decisions based solely on the financial well-being of their clients as it relates to pursuing their specific goals. Our priority is always to act in the best interest of our clients.

A personalized focus on each individual client

We believe every client deserves a financial plan that is unique to them and allows for the opportunity to work in the most effective way.

Our commitment to ongoing client communication and education

Our belief is that communication is the foundation of every successful relationship, so we communicate regularly and consistently with our clients. Our clients’ success depends on our ability to adjust, navigate and communicate what matters to our clients as market conditions change.

We serve as your financial quarterback

Our comprehensive approach to planning includes working with your CPA, attorney and other personal advisors to help quarterback the success of your financial plan and simplify your financial life.