Our Approach

At Azimuth Wealth Advisory, our primary objective is to assist our clients in determining the most suitable financial strategies to improve their family’s lives. For over 30 years, we have refined a process that provides the navigation to our clients’ financial aspirations. While there will be no end to the 24/7 drumbeat of media-inspired anxiety and soundbites of misinformation, our energies will be focused on the coordination, prioritization and achievement of your unique investment objectives. Our partnership will be a long-term collaboration with defined objectives and an investment strategy that is seamlessly aligned with your lifetime goals.

Disciplined | Comprehensive | Personalized


Determine your destination

We’ll discuss your financial goals and resources to discover where we’re headed.

We use a variety of tools including questionnaires and interviews to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step, we make you fully aware of our capabilities and provide educational support to assist our clients in understanding the scope of services we offer to help you meet your objectives.

Chart a course

We’ll examine your financial resources and map out possible routes.

Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. This step may involve collaboration with other professionals or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.


We’ll agree on an optimal course and commence our journey.

In this step, we execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.

Adjust your sails

We’ll steer clear of storms and take the most efficient route forward.

Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.

Sample Calendar

What We Provide


We will help prioritize and coordinate your financial goals.


We will monitor and advise you on your progress towards your financial objectives.


We bring insight, perspective and knowledge to help you avoid emotionally-driven financial decisions.


We work with you to anticipate and financially prepare you for life’s transitions.


We help you make informed decisions and ensure you understand your investment strategy.


We collaborate with you to attempt to achieve your family’s financial aspirations.