Comprehensively managing your wealth
At Prestwick Capital Advisors, our collaborative approach to wealth management is a partnership that requires our focus and commitment along with your discipline and trust. Our solid foundation for working together begins with listening to your thoughts, goals, desires and concerns. Then, by asking the right questions, we help you gain greater clarity of your objectives to help prioritize what’s most important. We develop a framework, steps and a timeline to reach your goals – before we get into specific investing tactics and precise execution – as we believe the investment management component is just that, a by-product of the overall financial picture. Wealth management is a confluence of art and science, so we help to identify and understand your values, as those remain constant, adapting to the changes in your goals. We strive to constantly innovate our philosophy, and adapt to the ever changing environment around us while providing an unparalleled level of advice to every one of our clients.Our perspective is that comprehensive wealth management revolves around four key areas:
-
Thinking about, and preparing for, the unexpected is part of a complete financial plan. Risk is not only inherent with investments but with many aspects of life and business, so we consider potential scenarios and create a plan to address them. When it comes to your portfolio, we work to mitigate risk through portfolio diversification and hedging strategies whether looking at liquidity needs, tax reduction or guidance regarding family or business dynamics.
Diversification does not guarantee a profit nor protect against loss.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
-
We look at both sides of your balance sheet since managing debt, including Raymond James Bank’s loans, is equally as important as managing your investments. Through lending solutions such as a Securities Based Line of Credit, secured lines of credit, and business capital and commercial loans, we can help you evaluate all of your options to avoid unnecessary sell-off of assets. By monitoring and actively managing the financial liabilities in your life, we can help ensure your overall financial well-being remains on course to meet your goals.
Raymond James & Associates, Inc. is affiliated with Raymond James Bank, N.A.
-
We bring an objective and pragmatic approach to investing and portfolio construction. With deep knowledge of capital markets and the economic environment, we manage your assets in context with those patterns combined with a thorough understanding and analysis of your personal situation. Our disciplined, institutional process helps match your unique goals and risk tolerance with an asset allocation that’s right for you, from capital preservation to asset growth designed to meet your long-term goals.
Asset allocation does not ensure a profit nor protect against loss.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
-
Since we take a holistic look at your current financial situation and your future needs and desires, we are well-positioned to construct a financial plan that efficiently identifies your objectives and attempts to exceed them. Our experience gives us confidence in managing all the complexities that wealth often brings, whether you’re an individual focused on cash flow or income planning, looking to transfer wealth to the next generation or a charity, or an institution looking to fulfill your mission and goals.
INTEGRITY
YOUR CPA AND ATTORNEY.
