A financial partner for affluent families

Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in your life that matter to you most.

We help affluent families address the many financial matters they face, balancing the needs of today with the goals of the future. There are college educations to be planned for and insurance matters to be considered for protecting your family from the unexpected. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.

Many families we serve are highly interested in leaving a legacy. We can help you create a charitable giving plan that not only helps the organizations you’re passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.

We have expertise in addressing all of these important issues – and can help your family manage and preserve its wealth today – and for future generations.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

112 Haywood Road
Greenville, SC 29607
T 864.289.2100
TF 888.384.2100
F 864.289.2111
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