Attorneys

Like you have with your clients, we have fiduciary relationships with our clients throughout the financial planning engagement. Whether you specialize in trust and estate planning, ERISA regulations, securities law or other dimensions of the investment world, hands-on financial planning is something entirely different. We represent attorneys in the financial services industry as well as estate planning attorneys and assist them in reaching their personal financial goals.

Our goal is to provide our clients with the service and expertise using our experience, commitment and resources to:

• Create comprehensive financial plans designed to meet your future goals
• Formulate tax and risk reduction strategies
• Actively manage risk/return designed to meet client goals
• Structure balanced investment strategies
• Offer intergenerational legacy wealth planning, and business succession strategies

We offer strategic investment advice and personal support. Our long-term approach delivers comprehensive investment and planning programs designed to evolve with shifts in the financial markets and your goals. This is accomplished through periodic stress testing and realigning investments to goals.

We develop and manage customized strategies by screening and identifying the most appropriate money managers for your specific needs.

Further, we have access to Raymond James Equity Research group and the firm’s due diligence expertise, which enables our team to offer access to carefully selected and continually monitored securities.

We perform complimentary reviews. To find out more about our practice and if we could be a good fit, please contact us.