Seneca Wealth Strategies: Life Happens, Are You Prepared?

Steven Feys was recently quoted in Smart Money regarding market volatility.  Click here to read the article and learn more about Steven's approach.

Why Use a Financial Advisor?

• Significant life events, such as retirement and wealth transfer, are complex and require understanding, careful planning, and time.
• Changing economic and market landscapes require expertise.
• Individual investors have historically underperformed relevant benchmarks and institutional investors.
• Discipline: Emotional factors and natural biases lead individual investors to poor market-timing decisions.
• The “4 legs to a chair”:

• Time
• Expertise
• Knowledge
• Desire

Warren Buffet says “… risk comes from not knowing what you are doing.”

Why Us?
Mission Statement
We invest in relationships with individuals in order to help provide financial and life planning solutions which are designed to anticipate life change, balance financial objectives, and that are delivered with the highest level of integrity.

Our Philosophy

• Invest in Quality
• Be Innovative, Forward Thinking and Flexible
• Be Disciplined with the Process
• Look for Alternative Investments
• Be a Contrarian When Prudent
• Respect Downside Risk not just Upside Opportunity
  

Since 1987, Steven Feys has believed that investing is a process, not an event; it takes time, dedication, a disciplined process and skilled knowledge to create, protect, and maintain wealth.

This attitude is backed by the powerhouse of resource and reputation provided by Raymond James Financial Services Inc.  In March 2011, Fortune magazine has ranked Raymond James Financial  the fourth most admired securities company in the world. May 2011 – Raymond James was named the number one full-service brokerage firm by SmartMoney magazine in its Annual Broker Survey– making the fourth consecutive year in either the number one or number two position.

"Of all the firms in the industry, Raymond James is most interested in the client, both my clients and in my own success; but in that order.  This priority should be mandatory but rarely is, and I know of no other firm where this is both preached and practiced.  My success, after all, is their success ~ but it first has to begin with my clients' success."
~Steven Feys

See the numerous industry accolades under About Raymond James