To provide comprehensive financial planning and asset management advice designed to preserve and grow wealth using cost effective, tax efficient strategies that seek to minimize risk.
To create a trust filled relationship with every client that creates a superior wealth stewardship experience through communication, education and guidance which is personalized, knowledgeable and proactive.
Our goal is to understand our clients’ needs and to develop a long-term relationship to address them built upon trust, communication, and accountability. Our approach involves understanding our clients’ individual goals and objectives first. Then developing and implementing a written financial plan to meet their individual financial goals. We partner with the family to monitor the plan and their investments to increase the probability of success.
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Click here to read the Raymond James Client Bill of Rights