A relationship built on trust and integrity

As our client, you can expect us to act in alignment with our foundational principles, including trust, integrity and a client-first approach. Put together, our team has three centuries of experience in this industry, and we've all found these three principles to be a strong foundation on which to build the advisor-client relationship.

You can expect us to take our responsibility as stewards of wealth seriously, and to act in harmony with our principles at all times – putting your interests first in everything we do.

With the accumulated knowledge of a highly experienced team, you can gain confidence in the skilled management of your resources, stepping toward meaningful goals with passion and purpose.

Review how six major life events can impact your federal return..
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Tax Planning
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Understand the differences between giving vehicles.
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Estate & Giving
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
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Tax Planning
Preserving your property across generations takes thoughtful planning and open communication.
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Estate & Giving
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
As daily headlines drive volatility, the market has avoided overreacting thus far.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

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Offices in Jacksonville // Ponte Vedra Beach // St. Augustine

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