Mission Statement

Our practice emphasizes the successful management of clients’ investments. For each client we develop a Risk Profile Statement articulating risk preference, time horizon, current income needs, return expectations and income tax concerns. 

Each portfolio is constructed around this asset allocation framework and is regularly monitored and updated to provide the highest level of risk-adjusted performance with your current tax situation as a priority. 

Over the past 35 years, we have developed plans covering all aspects of financial planning, including life insurance, education, estate, business management, retirement and tax planning. Since 1993, our affiliation with Raymond James Financial Services, Inc., has provided us with additional leverage with respect to the quality of research and financial products.

From the start, we prefer to establish a personal relationship with clients.  We firmly believe that open and honest communications, coupled with a meaningful educational process, are the keys to the development of a productive and long-term relationship with every client. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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