Through our affiliation with Raymond James, we have access to a full range of financial products and services. Drawing on our own skill and experience, we will select and integrate the wealth management services that meet your specific needs. Our core competencies revolve around the following:
Managing Significant Wealth Events and Selling Your Business – One of the most rewarding aspects of financial success, which includes the building of a solid business, is the ability to pass it on to a new generation. As entrepreneurs and business owners ourselves, we understand your position and offer unique insight as we conduct valuations and help you develop succession strategies.
Wealth Transfer and Legacy Planning – Often, the greatest result of a life well lived is a legacy well planned. To help you ensure that your assets and your values carry on according to your wishes, we will work closely with you, your attorney, your CPA and your loved ones to define a clear strategy for maintaining your estate.
Investment and Risk Management – Our investment strategies are not for every investor, as they focus first on minimizing substantial losses in any given year. The portfolios we manage are specifically designed for investors who do not want their success to be dependent on the stock market alone and believe in diversification and consistently compounding returns over time. Because protecting your wealth is our first priority, we take special care to ensure that your assets are shielded from market volatility and unnecessary risk. We do this by focusing our efforts on the endowment asset allocation model, alternative investments and by not following the crowd.
Retirement Planning, 401(k)/IRA Rollovers and Long-Term Income Strategies – We believe you deserve to reap the rewards of a successful career by enjoying a rewarding retirement. We’ll work with you to develop strategies for each stage of the process – saving for, nearing and living in – to help ensure your retirement assets last as long as you need them to.
Survivor Protection and Long-Term Care Strategies – When it comes to planning for wealth, it’s important to prepare for every possibility – especially the ones no one likes to consider. We’ll help you confront the difficult questions head on and create strategies to employ in the case of a long-term illness or unexpected passing. As we plan, we will offer you a variety of traditional options, as well as alternative strategies to consider, that will help you protect you and your family.
There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Diversification does not ensure a profit or protect against a loss.