Welcome

Our Philosophy

We help individuals and families pursue their goals by providing investment and insurance services that are consistent with their financial situation. With strategies ranging from capital preservation to wealth creation, our process is holistic with particular expertise in asset allocation and professional money management products. We pride ourselves on our reputation as a team that has integrity, trustworthiness, and professionalism. We strive to go beyond our clients' expectations by providing tailored services and concierge care.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Education Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Fixed Income Services

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Sustainable Investing

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Ruth Doepel bio image.
Ruth Doepel, CFP®, CIMA®
Senior Vice President, Investments
Erin Doepel bio image.
Erin Doepel Wikstrom, CFP®, AIF®
Financial Advisor Director - Advisor Select

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

Information & insight

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity

A volatile year with a silver lining

12/04/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

When would it be ok to start cutting rates, and by how much?

12/01/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Recapping November’s key market events

12/01/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Equities rebound in November, ending a three-month slide

11/30/2023
The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing
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The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 our office for information and availability.

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