Sophisticated wealth management to serve your individual needs

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Thomas Teegarden, MBA
Vice President, Investments
Rebecca Klody, MBA, CFA®
Financial Advisor

Holistic Wealth Management Advice

We believe every client has a unique set of goals, tax position,and risk tolerance. Therefore, each client deserves a customized financial plan and investment portfolio.

We manage portfolios of hand-selected stocks, bonds, and alternatives (i.e. private equity, real estate, hedge funds) for certain clients; we also advise on large single stock exposures, tax considerations,hedging/risk management, and estate decisions for many of these same families.For other clients, we invest their assets in equity and fixed income model portfolios coupled with insurance, financial planning, and banking services.Our team has the ability and experience to invest across the net worth spectrum.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

A year from now you will wish you had started today.
Dr. Karen Lamb, Australian author and professor

Are you ready? Let’s uncover the possibility of working together.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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