Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.
Are you a professional athlete that has a hazy view of what your financial picture really looks like? Do you have an excellent grasp on how your money is working for you right now? You may be winning on the field, but are you winning financially? We strive to have all of our clients answer Yes! to those two questions. Professional athletes often have shorter careers and may take time to decide what to do when they stop playing. They may want their savings to last for the rest of their lives. Amicus and Raymond James have the resources, experience and knowledge to help with this. We also have a former professional golfer, Sam Osborne, that has experienced some of the pitfalls associated with someone in your position. We think that exceptional athletes deserve exceptional service and that’s what we deliver to our clients. Click below and set up a meeting with an Amicus advisor today.LEARN MORE