Comprehensive guidance to support your needs

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

As markets evolve and investors consider goals beyond financial growth when building their portfolios, sustainable investing is gaining considerable ground on more conventional and philanthropic approaches. More than $9 Trillion U.S. dollars have been committed to this values-driven investment approach.¹

Through sustainable investing, not only do investors aim to make a positive impact on society and the environment, they can potentially improve their portfolios risk & return characteristics by factoring environmental, social and governance (ESG) criteria into their investment decisions.

We offer several platforms to satisfy ESG focused investors, whether at a beginning or sophisticated interest level.

Services Include

• Brokered mutual funds and exchange traded funds "ETFs"
• Managed mutual funds selected either by Raymond James Asset Management Services or by the advisors at Penn Lee Partners acting as your fiduciary advisor
• Managed individual stocks, suitable for high net worth investors

¹ Source—US SIF : The Forum for Sustainable and Responsible Investment