A financial team managing wealth with uncommon purpose
The delicate lattice work of an old Victorian home. The time-worn floors of a five and dime. The solid brick buildings along Main Street. Each embodies the value of preservation, connecting us with our past and giving us a broader perspective on life.
At The Knickerbocker Group of Raymond James, we share those lasting values of preservation and meaningful connection. We strive to become your financial partner for the long term, managing wealth from generation to generation in pursuit of your goals.
Through three decades of collaborating with clients, we’ve developed a disciplined approach to financial planning – one that honors both extraordinary milestones and everyday moments. As you write your legacy, we’ll be by your side helping you make the most of it.Learn More
A focus on client care
We serve a diverse set of clients. Each one comes to appreciate our comprehensive approach to caring for not only their assets, but also the hopes and aspirations those resources support. While our credentials and experience inspire confidence, our genuine care inspires lifelong relationships.Learn More