If you are seeking a big picture wealth planning partner, we invite you to experience a high degree of attentive personal service from an experienced team that is easily approachable and always accessible. Our partnership with Raymond James, one of America’s largest independent financial services firms, gives us the support and resources we need to help us best serve our clients. With this support, we are able to provide quality investment research, operational and trading support, and access to industry experts and market-leading technologies.

While managing your investments is undoubtedly important, the big picture wealth planning we provide goes far beyond your portfolio to address every essential financial matter in your life. We want to be the first people you call whenever you have an important financial decision to make.

Exceeding client expectations is always our goal. Our clients expect the best – and, quite frankly, deserve it. Similarly, our team members expect the best from each other. We do not believe in doing anything halfway, instead going above and beyond is where we set the bar.

We like to stay in touch with our clients – and do so on a regular basis. Whether it’s in person, on the phone or over a virtual meeting, our goal is to remain informed so we can deliver the right information at the right time. Our regular meetings allow us to really get to know each client on a deep level. The relationship that results is the foundation of our Big. Picture. Wealth. Planning. process. In addition to regularly scheduled meetings, our clients are always welcome to reach out to us whenever they have a need, request or concern.

Our Big. Picture. Wealth. Planning. process is in place to ensure we take into account the current environment and how each client is positioned against it to attain their goals. With our goal-based planning, success is measured by how clients are progressing toward their personalized goals rather than against a benchmark such as the S&P 500 stock index. We don’t make recommendations based on chasing market trends, but according to what is in our client’s best interest. Our goal is to provide you with a financial roadmap and guide you through life’s challenges as they occur.