A breadth of services to serve a variety of needs

Our guiding force is to do what is best for our clients, with a focus on performance. To strive to achieve that, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.

By demonstrating our drive and objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs, with services that include investment management, asset preservation, retirement and estate planning, as well as charitable giving.

We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

Our process is really your process. 


Step One: Listen 
Active, engaged listening is a dying art in the financial services industry; yet this is our advisors’ most important skill set and we allocate much of our process to getting it right. We meet you where you are, listen intently, dig deeply through insightful questions, clarify and understand 

Step Two: Envision
We believe strongly in abundance thinking. Our consultative process is realistically positive and hopeful and is fed by the information gathered during Step One. Through a client-focused service model, Step Two offers clients access to a multi-disciplinary opinion board—the Schilbach Capital Wealth Optimization Board--that functions much like the in-house advisors of a family office. A wide range of expertise from estate, succession, and tax planning to philanthropic and generational consulting informs each client’s wealth management process.
The tangible product of the Wealth Optimization Board review is a Wealth Optimization Plan that provides detailed ideas, suggestions, timelines, and implementation proposals. This serves as a custom-designed roadmap, illustrating how all stakeholders can become dynamic owners and joyful participants in the benefits of their wealth.

Step Three: Journey
Even the best strategies have no impact unless they are put into practice. The Wealth Optimization Plan™ is a dynamic document that requires attention and monitoring to ensure effectiveness. Our role is to walk beside, guide, assist and sometimes cajole our client families so important milestones are met. We don’t schedule meetings just to check off a box. We won’t send a generic card because the computer told us to. Our communication and interaction with families is natural, unscripted, and specific to your needs and of all family stakeholders. We strive to be ever-present but never intrusive, guiding rather than instructing.

Step Four: Reflect, Assess, Adapt
Life rarely follows a linear script! So the dynamic nature of our process is cyclical, just like your life’s journey. Together we will accomplish many structural steps, but the cultural needs will continue to evolve. As family dynamics change, so will the plan.


Overview of our simple and elegant yet powerful process:

• Dynamic listening 

• An intent focus on client needs 

• Robust plans informed by collaborative multi-disciplinary experts 

• Authentic ongoing communication

• A disciplined plan implementation process 

We would be honored to guide your family on the journey from wealth to legacy.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.