A breadth of services to serve a variety of needs
Our Specialty Holistic Wealth Management
We help clients focus on long-term investing and portfolio diversification designed to place them in the most suitable positions to prosper in a variety of market conditions while helping them reach their goals.
How do we do that?
Our approach to financial planning, education planning and estate planning is driven by our Wealth Wellness Process and our extensive knowledge of the human and financial components of life transitions. Understanding who our clients are-and where they are in their lives-is vital to our process. Only when we know who you are, how you approach life, and what you value, can we begin to co-create your unique financial plan. Who you are is deeply connected to what you want from your money and your life.
We are your Thinking Partners.
Most people find it difficult to objectively assess their own circumstances, and that's a perfectly normal phenomenon. We like to say that we're "up on the balcony*," where we're able to survey your entire situation and gain perspective. That perspective helps us help you with one of the most challenging aspects of financial planning: prioritizing what's important and what you may want to let go.
But our goal isn't to remain on the balcony alone. It's to become your Thinking Partner and to help you create your vision for the future. Our goal is to walk with you toward your vision, at your pace, and then to give you a hand up onto the balcony to survey and enjoy what we've cocreated.
*The idea of getting on the balcony comes from Marty Linsky and Ronald A. Heifetz's work on adaptive change. Getting on the balcony is the first principle for leading adaptive work.
Raymond James is not affiliated with Marty Linsky or Ronald A. Heifetz.