A difference worth considering

You don’t accumulate over 100 years of combined financial experience without learning a lot about financial planning and managing investments along the way. But the most important thing we’ve learned is that it’s not about us. It’s not about the markets. It’s about you. Helping you make sense of your financial matters, explaining things in a straightforward manner, devoting ourselves to doing what’s best for you, and being here to help you address all the important questions with thoughtful guidance and a helping hand. If that makes us different, then so be it. But our focus is really on making a difference in your life.

Here are other distinctions you may want to consider:

CLOSE CLIENT RELATIONSHIPS

We like to be involved in the lives of our clients, their children and their grandchildren. We take the time to get to know all of you well, right down to your pets’ names. We enjoy sending handwritten notes for everything from birthdays and anniversaries to get well cards.

HONESTY AND TRANSPARENCY

So many people these days take advantage of each other to get personal gain. We put your interests ahead of ours. What’s best for you is what works for us. Everything we do is transparent and explained. We have nothing to hide and want you to know what you own. We show our process and welcome questions. We truly appreciate our relationships and treat people how they want to be treated.

DETAIL-ORIENTED PLANNING

We conduct a full and comprehensive review of your life and what matters to you in order to create a tailored plan designed to get you there. Our problem-solving experience and capabilities are applied to your unique situation.

HANDS-ON PORTFOLIO MANAGEMENT

Your investment portfolio is personally built and managed here by people you know and trust, who take pride in doing what’s right – and what’s right for your life. We put a lot of thought into making decisions on what to add or replace in your portfolio, using proprietary methodology and a thorough screening process.

OUR AFFILIATION WITH RAYMOND JAMES

Raymond James is one of the largest independent financial services firms in America. Its unique culture of independence gives us complete freedom to offer our objective advice without any pressure to push proprietary investment products. The firm’s 4,400 professionals in its St. Petersburg, Florida, headquarters provide all the support and resources we need to best serve the needs of our clients.


Do to others as you would have them do to you.
Luke 6:31