Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.

Get a complimentary book on DROP by calling 727-567-8804

If you have investable assets of $250,000 or more, please contact us to start a conversation and receive your FREE copy of DROP: The Definitive Guide. This comprehensive book covers the most important concepts relating to DROP and fills a void in the financial press community.

Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.

Richard Palmer, CFP^®

Vice President, Investments

Thad Kuczynski, CFP^®

Associate Vice President, Investments

Ashley Matthews

Senior Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Whether you’re pre-DROP, post-DROP, or currently in DROP, you need answers to your most pressing retirement questions……… questions about money, family, and health.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Sworn Employees

Before you hang up your hat - talk to a DROP advisor.

Niches

$Educators$

Educators

Helping you manage your financial success

Niches

Retirees

Nurturing wealth so you can live a longer, better life.

Niches

Riches do not consist in the possession of treasures, but in the use made of them.

Napoleon Bonaparte