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Here for you,

on your terms

Wealth Management is a combination of three factors: Investment Consulting, Advanced Planning and Relationship Management.

Investment Consulting

Management of all investment elements to help maximize the probability of clients achieving all that is important to them. This includes portfolio performance analysis, risk evaluations, asset allocation, assessment of impact of costs, assessment of impact of taxes, and an investment policy statement.  

Advanced Planning

  • Wealth Enhancement - tax mitigation and cash flow planning
  • Wealth Transfer - transferring wealth effectively
  • Wealth Preservation - risk mitigation, legal structures and transferring risk to insurance company
  • Charitable Giving - maximize charitable impact

Relationship Management

We believe it is important you are comfortable with the people you chose to handle your most personal financial decisions. We conduct regular progress meetings to be sure we are adapting to your changing life.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

“If you don’t take care of your financial foundation, you’re more likely to face avoidable challenges down the road.”

Financial Advisors