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.LEARN MORE
Every engineer knows that building a solid a foundation is the key to a structurally sound project. During the financial crisis of 2008, it was far from certain that our financial foundation would survive long term. With the recent announcement of Brexit, an unknown political election, and our country closing in on 20 trillion dollars of debt, what should you be doing with your investments?
We have spent more than 25 years developing investment strategies to help you cut through the clutter and noise of the media and Wall Street. With so many investments lacking transparency, wouldn't you like to know exactly what you own, to have a well thought out investment process, and to have confidence in those decisions?
Call today to schedule a meeting, and we will share with you the strategies Armada Investment Partners of Raymond James has developed that are designed to help make your financial future rock solid.LEARN MORE
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.LEARN MORE
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.LEARN MORE
Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.LEARN MORE