Guidance for the big picture and finer details
At Turnbough Private Wealth Counsel of Raymond James, we believe that, like sailing, investing requires both skill and adaptability—a philosophy inspired by Michael’s lifelong passion for sailing. You can’t control the wind, but you can always adjust your sails. Our unique SAIL process—Selectivity, Assets, Investments and Listening—reflects our commitment to guiding clients through the complexities of financial markets. We focus on preserving the wealth our clients have built by implementing personalized investment strategies while listening carefully to their unique goals. Our team combines Michael’s decades of leadership and investment expertise with Gabby’s fresh perspective on marketing and technology as she plans to continue her father’s legacy. With the strength of Raymond James behind us, we navigate your financial journey with precision and care, providing a customized experience to help you sail smoothly toward your goals and live the life you’ve envisioned.
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We are highly selective, partnering with the best clients and striving to achieve exceptional outcomes. Our focus is on providing personalized service and a quality experience tailored to your needs.
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Much like a life jacket, we prioritize preserving what you’ve built. Our clients have worked hard to create their wealth, and we work just as diligently to preserve and manage it for the long term.
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We believe in the investment process over products. Michael’s guiding principle, inspired by Peter Lynch, is “know what you own, and why you own it.” With over 30 years of experience, we evaluate the market, working with our professional analysts at Raymond James to provide fundamental analysis and custom portfolio construction, ensuring you are strategically positioned for success.
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We take the time to deeply understand your unique circumstances, concerns and time horizon. By listening carefully to your aspirations, we can provide thoughtful course corrections along the way, ensuring you stay on track to reach both your financial and personal goals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.