level of service

With us, you not only receive integrated financial planning advice to get you closer to your goals, but we also provide the behind-the-scenes management of your portfolio. By blending our technical expertise with the trusted relationships we have with our clients, we select and implement our recommendations to help meet their needs in a truly personal way to foster success.

A good advisor knows what works, and adds value with their ability to explain consequences in simple terms when a client is about to make a bad move.
– Carlton Brown

Our team:

• Serves a select group of families from coast to coast.
• Handles many of our clients' financial needs; coordinating with their tax and legal professionals.
• Prides itself on blending different kinds of expertise as we work together for our clients' success.
• Takes the responsibility to invest the majority of our clients' funds on our own, instead of outsourcing this critical function.
• Provides independent, objective research and advice – investing where we think is best for our clients using a variety of third party, best-in-class sources.
• Is comprised of independent thinkers, not captive agents. We do not have to recommend proprietary funds, meet a sales quota, or refer you to corporate partners.
• Discovers and updates goals that impact your overall financial life.
• Offers our clients a written investment plan as well as financial planning.
• Attempts to manage risk through portfolio adjustments, and in light of non-market factors.
• Treats your portfolio with tax efficiencies top of mind.
• Helps keep you on track to meet your goals through careful analysis and objective discussions, now and as time goes by.

We believe the value of the investment advice we have to offer is just the beginning. Although investment strategies and implementation are an important aspect of your overall financial health, it's the guidance we provide beyond your wealth that can make all the difference.

Asset allocation does not guarantee a profit nor protect against loss.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.