Whether already retired, nearly retired or simply looking ahead, the majority of our clients are successful business owners and entrepreneurs. Many of them are involved in multiple business enterprises in diverse business sectors.

We understand their entrepreneurial spirit, powered by creative energy and steered by a clear vision. It’s the same spirit we bring to our role as wealth advisors. We also understand that individuals like these deserve far more than a financial planning formula with plugged-in numbers. Our service to clients is built on a threefold commitment:

  1. Providing comprehensive wealth management resources. We want to be more than your investment gurus; we want you to feel confident approaching us about any aspect of your financial life, from the purchase of a new vehicle or vacation home to choosing a long-term-care insurance policy. We recognize that this kind of relationship is built on trust – and we will work hard every day to earn and maintain yours.
  2. Maintaining a 100% personalized perspective. Your past, present and future financial circumstances are unique. So are your life and financial goals, your values, hobbies and interests, your attitudes about money and tolerance for financial risk. We carefully consider all these factors in the initial design of your individual plan and in our ongoing service to you.
  3. Offering a full range of choices. As an independent wealth management practice, we are able to choose from a broad array of investment products and services. This independence enables us to create investment portfolios and financial plans as distinctive and individual as our clients.

Drawing on our professional experience, our industry knowledge and the vast research resources of Raymond James, we offer guidance and recommendations customized to your specific goals and needs. And our focus is always on your present and future financial well-being: We want to help you live fully and richly now while providing for your own future and that of your family.