Expertise for the big picture and finer details

Expertise for the big picture and finer details

We view our personal relationships with our selected clients as extremely important and we value their privacy with the utmost loyalty. We adhere strongly to an obligation of client confidentiality. In working together, we will be sensitive to personal information regarding you and your family. We take this duty of professionalism very seriously.

We believe that the most successful wealth management strategy looks at the big picture and in that regard, we endeavor to establish deep and valued relationships with our clients to understand their entire needs and aspirations. To that end, we fully expect our relationships to be a life-long endeavor with our clients and their extended families.

With this understanding, we choose to focus on individuals and families that we feel we can truly assist in developing a long-lasting mutual respect and a personal and professional alliance. Our practice is generally comprised of affluent families and individuals, corporate executives and successful business owners who value the highly disciplined approach we bring to each relationship from both a service commitment as well as asset management perspective.

Our client focus is not just centered around investment management and financial planning. In viewing our clients lives holistically, we are often involved in a very broad range of financial aspects in our clients lives. Our process includes goal setting, investment implementation and monitoring, retirement income planning, estate planning, liability management, college savings and banking services offered through Raymond James Bank. We also offer advice on a wide range of topics, referrals and often networking opportunities with CPA’s, Attorney’s and many businesses.