We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

As an investor of significant means, you deserve unique expertise, individual attention and a partner who understands both the challenges and opportunities that can come with substantial wealth.

We work closely with high net worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

When you work with us, you benefit from our experience of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies.

Our goal is to provide clients the intimacy of a boutique outfit with custom tailored solutions for a range of needs, including not only investment strategies, but also tax planning, philanthropy, and estate transfer guidance. Where appropriate, we introduce our clients to the broader network and resources of Raymond James.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professionals.