A highly capable team fully focused on you

Intentionally limiting the number of clients we serve to just a select group of families and individuals enables us to apply a deeper focus to their financial complexities, offer a greater level of personal service, and provide services specific to the needs of those who hold significant assets. As our client, you can expect a dedicated and focused client experience.

Our total team approach

Our clients are not assigned to just one advisor and one administrative person; our entire team is familiar with you and can step in at any time. This allows you to get support more quickly for questions on financial issues, with no delays if a specific team member is unavailable.

Our multigenerational team

Our team is multigenerational so our clients can remain confident knowing that we will not only take care of them but will also be here for their children and grandchildren. Each generation will have an advisor in their age group who understands and relates to the stage of life they are in.

Our customized investment portfolios

Our clients are not shoehorned into a single preset investment model. Instead, we use a wide range of carefully selected investment strategies designed to meet each client’s specific needs regarding investment return goals, cash flow, risk tolerance and time horizon.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Our personalized financial plans

Each of our clients is provided a customized and comprehensive financial plan that includes estate planning recommendations, a review of testamentary documents, and assistance with annuities, long-term care and life insurance policies needed to protect their interests.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.