Tailored Strategies for Business Owners: For Today and for Generations to Come

What makes Focus Wealth Management Different?

It's simple: we help business owners.

At Focus Wealth Management of Raymond James, our practice is dedicated to empowering business owners like you. By leveraging the specialized knowledge gained through Certified Exit Planning Advisor (CEPA) and Private Wealth Advisor (PWA) designations, we bring decades of experience to craft innovative, tailored financial strategies that align with your unique business and personal goals. We take the time to deeply understand your lifestyle, aspirations, and values, creating a comprehensive plan designed to help you achieve the future you envision for yourself, your family, and your business.

With the extensive resources of a large firm and the personalized attention of a boutique practice, we provide customized solutions to address the complexities of business ownership. Our team conducts thorough research, leveraging our collective expertise to select investments that match your risk tolerance and support your objectives, including wealth preservation, business succession, and exit planning.

We offer independent, client-centered guidance, prioritizing your financial needs and preferences in every decision. Through proactive management and ongoing counsel, we advocate for your long-term success, utilizing the full scope of our firm’s knowledge to enhance your financial outlook and drive your goals forward—whether that’s growing your business, planning a successful exit, or securing your legacy.

• Custom-fit Guidance: We create tailored financial plans designed to address both business and personal needs
• Comprehensive Strategy: We offer a comprehensive array of services including cash management, lending solutions, investment management, business valuations, and retirement benefits
• Risk Guidance: We prioritize minimizing risk to optimize business opportunities, all while keeping your legacy at the heart of our strategies.
• Legacy Design: We help business owners reflect on their impact and build their business, and legacy, on their terms
• Business Stages Support: We provide guidance through various stages of business growth, including asset protection recruitment, and business valuation
• Dedicated Expertise: Our team offers experienced guidance and dedication to your needs, leveraging global resources and sophisticated strategies
• Thoughtful Accountability: We understand that success requires thoughtful accountability for each decision you make
• Long-term and Generational Partnership: We aim to create, implement, and manage comprehensive plans designed to achieve both your business and personal goals for you and for generations to come
• Visionary Strategists: We collaborate with your chosen partners to personally deliver insights that enhance the stewardship of your financial life.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high net-worth individuals, families, and organizations.