INSIGHTFUL FINANCIAL GUIDANCE FOR YOU AND YOUR FAMILY
We are prepared to serve as your financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in your life that matter to you most.
We help individuals and families address the many financial matters they face, such as balancing the needs of today with the goals of the future. There are college educations to be planned for and insurance plans to be made for protecting your family from the unexpected. We understand that a risk to wealth is the erosion of investment gains due to taxes, and our utilization of tax-efficient investments may help you keep more of what you earn. In addition, many of our clients are interested in leaving a legacy. We can help you create a charitable giving plan that not only helps the organizations you're passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.
HELPING PROVIDE A COMFORTABLE RETIREMENT.
We provide comprehensive financial planning and wealth management services to high-net-worth individuals. Our clientele reside primarily in the Southeast, they include various types of people including business owners, corporate executives, doctors and other professionals.
To help ensure we can provide planning services that align with our clients’ needs, we ask that you meet one of the following criteria: have an investment portfolio of $500,000 within 12 months, or anticipate having a $1 million portfolio within five years, or are an immediate family member of a client.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or loss. Asset allocation and diversification do not ensure a profit or protect against loss.