Next-level strategies to match any need

Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft strategies using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs.

Modern Wealth Strategies to match your most important desires

As a client of the Gordon Group of Raymond James, we will work together with you to intimately understand what you currently do with your wealth and what you and your family would like your wealth to do in the future. We then craft a Modern Wealth Management plan that reflects your most important desires.

Janet Franco Gordon, Christopher Bruce, and our entire team take great pride in our desire and commitment to engage with you in the areas and on those topics that are most important and impactful to you and your loved ones.

We strive to remain on the cutting edge of “Modern Wealth Management” practices to lead and collaborate with you to plan, grow, protect, and ultimately distribute your wealth to successive generations in the manner you prefer.

We diligently focus our efforts and resources to implement holistic, practical, tax efficient, and cost-effective strategies and solutions to your most complex and sophisticated financial needs.

Importantly, our practice reflects our strong belief that our success and your success in realizing your financial dreams are inseparable.


The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham