Distinctions that help make a difference

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Let’s shine a light on the ways we strive to stand out – and the reasons we believe you should give serious consideration to being our client.

Comprehensive financial planning

We enjoy customizing comprehensive financial plans for our clients that help address every aspect of their lives. Our thorough discovery process helps to identify what each client values and guides us in developing their plan. Our comprehensive approach often involves coordinating with our clients’ tax and legal professionals to ensure a more cohesive outcome.

Close client relationships

We cherish the warm relationships we build with our clients. They often share details about their lives with our team, and we do the same about our lives. It is not uncommon for most of a review meeting to be spent simply catching up with one another. Our team is often invited to special events such as weddings and they take great pride in giving thoughtful gifts to celebrate their milestones. These relationships are the core of our business and help deepen trust and drive referrals.

A multigenerational team

Our team’s multigenerational mix gives us a wider perspective for understanding and addressing the needs of the varied ages of our clients and their specific stages of life. We engage in multigenerational planning and in the transition of wealth from one generation to the next, ultimately working with families’ heirs on their own financial goals.

Our relationship with Raymond James

As one of the largest independent financial services firms in America, Raymond James enables us to access the robust resources and sophisticated products of an international investment services firm while never compromising our ability to focus on what’s most important – acting in your best interest.

We’re all dog lovers

Dogs make us happy. They’re always ready to greet us with the snuggle of a wet nose and the wag of a tail. They’re man’s best friend. And a woman’s, too. And come to think of it, their loyalty, friendship and the enduring bond they build with us sounds very similar to the relationships we have with our clients.