Helping you build a network of professionalsdedicated to your personal and financial well-being.

To provide you with truly comprehensive wealth management services, we look beyond our own practice to include a carefully selected network of professionals who also possess a high level of knowledge and skills in key areas. We’ll help you manage and coordinate this professional team as needs are identified over your lifetime.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.


There are many legal matters that must be considered in the financial planning process. That is why working with your attorney is of utmost importance. Some matters we’ll work through may include:

  • Property titling considerations
  • Estate plan document review
  • Gifting strategies
  • Incapacity planning
  • Intra-family and other business transfers

As you age, an attorney with expertise in elder law will also be of importance to help you with issues unique to senior living.

Income Tax Specialist

We take a tax-sensitive approach to financial planning and are prepared to work with your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes. By working with your professionals to develop and implement strategies to lessen or shift current and future tax liabilities, we can improve your prospects for meeting your financial objectives. Prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs.

Changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Charitable Giving Specialist

Philanthropy can bring personal satisfaction, enabling you to support causes and organizations that matter most to you. It can result in significant tax advantages as well – including income tax deductions, reduction of capital gains taxes, and lower estate taxes. Working with charitable giving specialists, we can help tailor a charitable giving plan for you that can include one or more of the following forms:

  • Outright gifts
  • Will or trust bequests and beneficiary designations
  • Charitable trusts
  • Private family foundation
  • Community foundation
  • Donor-advised funds

Insurance Specialist

Since insurance helps protect you in case of property loss, accident & illness, disability or death, it plays a crucial role in your comprehensive financial plan. We partner with personal lines insurance specialists to help provide medicare, healthcare, and property & casualty planning solutions.

By working with us, we can help you build a protective cushion with life insurance, preserve your estate with long-term care insurance and provide strategies to income stability in retirement with annuities, if needed.

Life Planning Resources

As we work together through the years ahead, you’ll encounter certain changes and transitions in your life that may require assistance. Fortunately, we can help connect you with experienced professionals to not only assist you in planning for specific events, circumstances and needs, but also help you manage them once they occur. Other community professionals include:

  • Real estate
  • Lending
  • Home healthcare
  • Assisted living communities
  • Family and caregiver support
  • Hospice and palliative care
  • Funeral planning


Our Approach | Sophisticated Wealth Management