Our clients are always the center of our attention

We believe that each one of our clients has a unique story and deserves our full understanding of their life’s journey and where they aspire to be next. It calls for a financial plan and investment portfolio that is specifically tailored to them and their lives.

As our client, our mission is to serve as your advocate, carefully managing your assets, preserving your wealth, building your financial legacy, and helping you navigate all of life’s financial decisions through this ever-changing world.

We’ll work closely with you to develop your comprehensive wealth management plan, utilizing the extensive resources of Raymond James and collaborating with your tax and legal professionals.

We offer a full range of financial services

Based on your individual preferences and needs, we offer a comprehensive range of services, broken out here in three distinct levels of service:

INVESTMENT MANAGEMENT
▪ Asset allocation review
▪ Portfolio performance review
▪ Beneficiary review for Raymond James retirement plans
▪ Annual reviews – in person or via Zoom
▪ IRA distribution planning
▪ Net worth analysis
▪ Digital document organizer/online vault

FINANCIAL PLANNING
Includes all investment management services, plus:
▪ Basic retirement and goal planning
▪ Insurance strategies with long-term care and disability planning
▪ Education and basic gifting strategies
▪ Cash flow and distribution analysis
▪ Coordinate estate planning
▪ Coordinate tax strategies

WEALTH MANAGEMENT
Includes all investment management and financial planning services, plus:
▪ Wealth transfer strategies
▪ Charitable giving strategies
▪ Executive compensation (deferred compensation, stock options, etc.)