Our Goal is to give you confidence, direction, and focus to your financial future. We accomplish this goal by leading our clients through a discovery process to unearth, discuss and address their values, goals and concerns.
Our Hope is to develop a meaningful relationship with you that goes beyond financial matters. We strive to make a profound difference in the quality of our clients’ lives.
Our Commitment to educating you about your personal finances never wavers. We want our clients to know what they own and why they own it.
Our Focus is on making your results and expenses transparent and readily accessible to you. We offer our clients options on how they are charged and always illustrate your results after expenses.
Our Approach for you goes deeper than traditional portfolio management. We take a holistic approach that addresses the multigenerational relationships of our clients.
Your Team is staffed with two full-time Client Service Associates that have over 32 years of industry experience and are committed to giving you exceptional service. We are committed to getting in touch with you by the next business day from the time you contact us for any concern.
Your Financial Plan is unique to your personal goals and concerns. We will take the time to listen to what is important to you and continue to update your planning documents as your life changes. Hold us to it!
Your Customized Investment Strategy is premised on “Building your Ark” not trying to “Predict the Rainfall.” Our focus with your money is based on an actively managed portfolio designed to provide rising income and long-term growth while minimizing risk.
Your Relationship with our practice is viewed as part of a strategic alliance with your tax professional and estate planning attorney that is entirely focused on you and your family. We see ourselves as your “personal CFO” who is backed by the extensive resources of Raymond James to understand and address all facets of your personal finances.
Your Expectation should be for a relationship based on mutual respect. We have built our practice on a foundation of courtesy, integrity and trust with every client we help.
Lou Vision
Vice President, Investments
