A highly capable team coordinating every detail

If you are familiar with the concept of a family office, you have a good idea of how we work and what we can do for you. We have a wealth of contacts and resources across all areas of financial planning, from tax mitigation strategies to estate planning. Serving as the point person, we coordinate strategies for whatever your specific situation requires.

We put our minds together

We take full advantage of the tremendous depth and breadth of planning resources of Raymond James, one of the largest independent financial services firms in America. We work closely with Raymond James professionals in important disciplines like wealth planning, retirement planning, trust services and charitable giving strategies.

We also collaborate with our clients’ other trusted advisors, such as their CPA, attorney and insurance professionals, to help ensure a clear view of the big picture and bring about a more cohesive outcome.

A personalized, boutique-style experience

With every question, concern and request you have, you can expect a prompt and courteous response. Our thoroughness, follow-through and attention to detail will be evident in every action. We will consistently and proactively look out for your best interest – so you can go about your life with the confidence of knowing you have an experienced wealth management team in your corner.