Wealth management rooted in your core values

We believe that individual investors deserve the same caliber of financial strategies that corporations, foundations and large institutions employ. With our extensive experience in investment management as well as financial and estate planning, we have the expertise to offer institutional-quality investment opportunities to our clients.

Equally important is our belief that the relationships between financial advisors and their clients should embrace mutually held values like integrity, trust and philanthropy. As independent advisors, we offer recommendations that are guided by each client’s specific goals and personal objectives, not by commissions or sales quotas. This independence fosters a high standard of integrity in every aspect of our business.

Our clients trust us to give them unbiased, professional financial guidance. They know we genuinely care about their well-being, both personal and financial. In turn, that trust allows them to be candid and forthcoming with us about their circumstances, needs and objectives.

We share with our clients a firm belief in the importance of philanthropy and service to others. We help them achieve their philanthropic goals while leveraging their charitable giving through tax reduction strategies.

One Harbour Place   |   777 S. Harbour Island Blvd., Suite 375   |   Tampa, FL 33602   |   813-223-9492   |   Toll-Free: 888-797-3711   |   Fax: 866-466-6205   |   Map & Directions
Raymond James’ financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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