What guides us as we guide you
Above all else, we’re grounded by a long-term perspective as we manage client assets. We believe that patience and a focus on risk management help us avoid investment trends and pursue growth opportunities that may be the right fit for your objectives and your life.
Discipline and due diligence is rigorously applied in our investment allocations, recommended funds and portfolio rebalancing process. A clearly defined process is in place for learning and understanding your goals, and then developing and executing an investment strategy and wealth management plan to address all aspects of your financial affairs.
In our quest to understand you and create a tailored plan, we spend a lot of time upfront listening and discovering your goals. Only then do we create your thoughtfully researched and custom strategy and implement your comprehensive wealth plan.
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First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can potentially help you meet your objectives. Knowing you well lies at the heart of being able to provide personalized financial guidance.
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Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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Once we have agreed upon your specific strategy, we will then implement your plan using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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After your plan is implemented, we will continually measure the progress toward your goals and suggest any changes where needed. We accomplish this by providing ongoing reporting and conducting periodic plan reviews. Of course, a key to this step is your involvement and communication of any significant changes in your life.
