Sophisticated wealth management

Life is Rewarding

We believe we help our clients reach the small and big goals in their lives – with meaning. And that means a lot to us, knowing that we are contributing to a life lived well and full of moments worth remembering. After all, it’s the journey not the destination. We invite you to celebrate it.

Unique solutions for business owners and entrepreneurs.
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Nurturing wealth so you can live a longer, better life.
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Helping you and your family prepare for the coming years in retirement.
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A pragmatic approach to wealth management
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Delivering strategic solutions to support and sustain the mission of your foundation
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Hunter MacWilliams

Hunter MacWilliams,

CFP® Vice President
JoAnne Wolf

Jo-Ann MacWilliams-Wolf,

AIF®, WMSTM Senior Vice President, Investments
Matt Oliver

Matthew Oliver

Senior Registered Client Service Associate
Laura Lucassian

Laura

Lucassian Client Service Associate
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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