Our Inner Circle our limited Clientele

Our team believes in the quality of relationships, not in the quantity of relationships.

For that reason, we are not all things to all people. Instead, we are all things to the clients we serve, who are hardworking individuals looking to maintain their comfortable lifestyle and conserve their wealth. As such, we aspire to build & develop meaningful, personal, and lasting relationships with each individual and with every family we serve.

This allows our team to focus on your overall progress - through proactive communication, dedicated service, high quality research, careful evaluation and monitoring of your portfolio.

In other words, having a limited client base, which we refer to as “Our Inner Circle”, means that we are readily available to you and dedicate our time to serving you.

As our practice grows solely through introductions to other like-minded individuals, we will continue to work hard to earn our clients’ trust and confidence, such that they will feel confident in helping to grow our inner circle. When our inner circle supports the growth of our practice, it supports our efforts and abilities in adding resources that in turn will enhance the service they receive.

Supporting Our Inner Circle

Enriching our relationships is a value added benefit – for everyone.

We understand that not everyone may have a trusted and guided advisor relationship, or someone that they can talk to about their personal finances. We recognize this and offer a “second opinion” to your family members, friends, and close associates through our Complimentary Sounding Board. While keeping each relationship separate and treating all conversations as confidential, we are confident that whomever you introduce to us, will leave the conversation with a comfortable perspective and actionable ideas.

We encourage you to rely on us and look forward to guiding you, and any other family member and friend that is important to you.

Any opinions are those of The Dow Group and not necessarily those of Raymond James. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance may not be indicative of future results.