Helping business owners
capitalize on their success
Many good things happen in privately held businesses. They employ about half of America’s workforce and incubate new technologies and business methods. We simply can’t have a robust economy without strong privately held businesses.
We understand the challenges business owners face and have helped many new, growing and mature businesses. Most important, we recognize that each business owner is unique. We take the time to understand their goals and address a wide variety of needs, including asset protection, cash management, employee retention, insurance, financing, succession planning and, of course, retirement.
In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the largest independent financial services firms in America. Best of all, business owners can enjoy the confidence of knowing they have a single, trusted source for financial advice – and more time to devote to growing their business.
By serving as a trusted financial partner, we enable business owners to focus on the business at hand.