Evidence-Based and Customized Comprehensive Wealth Management Dedicated to stewards of business and family wealth

Wealth management for stewards of business and family wealth

Wealth is multifaceted and our clients know that theirs represents more than numbers on a page. In a sense it is a collection of the past, present and future.  Looking back, wealth marks the years spent building a business or the successful devotion to a profession.  At some point, it becomes the ability to enjoy the benefit of that time and devotion through family, friends, charitable giving, new endeavors and fulfilling experiences.  Finally, through proper planning, wealth is the future impact made on the lives and organizations important to you.

Understanding this we seek to protect those things by employing strategies tested by time and financial science.  We do not allow unproven strategies, flashy marketing or short term thinking to jeopardize that which is crucially important to our clients.

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Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Robert DeNovo
Robert C. DeNovo, CFP®, CPWA®
Financial Advisor
Jeff Francis
Jeffrey Francis, CPWA®
Financial Advisor
Jillian Fenech, CFP®
Financial Advisor
stevi whaley
Stevi Whaley
Sales Assistant

I. Discovery

Evaluate and Gather.

II. Investment and Financial Plan

Analyze and Develop.

III. Mutual Commitment

Implement and Monitor.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

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Tax Planning
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Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pinnacle National Bank and Pinnacle Financial Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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