You gain comprehensive services delivered with an independent perspective, backed by our principle to act in your best interest.

Our Three-Threes Wealth Management Process partners with you at its center to select the services that best suit your needs. 

You can benefit from our investment selection and planning expertise to tailor the required service to your unique situation . . . keeping in mind your specific goals.

• Big Picture Financial and Retirement Planning – You receive help to set up and manage your financial and retirement plans and address the gaps in your planning. This process includes monitoring your planning through scheduled meetings and checkpoints along with calling on our Goal Planning and Monitoring software.


• Risk Management and Insurances – You can gain assistance to mitigate your risk by diversifying investments, calling on appropriate insurance strategies, and introducing asset preservation.


• Estate, Legacy, Distribution, and Philanthropic Planning – You can call our experience to your side to plan for and assist with the transfer of wealth from one generation to the next.


• Solving Specific Wealth Issues with an Extended Network of Professionals – You will be able to activate our deep relationships with trusted resources, including attorneys, tax advisors, and professionals along with the specialists at Raymond James.


• Investment Strategy, Asset Allocation and Investment Management, and Retirement Income Streams – These services can assist you to match your goals to your portfolio, anticipate life events and manage through volatile markets, and establish your income streams in retirement.


• Individual and Employer Retirement Accounts – You can receive help to coordinate these accounts with the existing elements of your financial and retirement plan.


• Tax Minimization and Planning Strategies – You can secure the benefits of our proactive and coordinated planning with your CPA or tax advisors.


• Business Ownership and Concentrated Stock Positions – You gain access to help to enhance the value of a business, address concentrated stock positions, and handle business transitions and exits.

With our expertise and disciplined process you will see a planning-based approach to your family’s and your wealth – one that aligns with your values and your vision. You can feel more confident about your financial future.

We invite you to discover the many ways we can assist you to activate a more efficient and effective way to address your own and your family’s unique situation and needs.

To schedule a get-acquainted meeting today we invite you to contact us here

Asset allocation and diversification do not guarantee a profit nor protect against loss. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.