Financial guidance is better when it’s personal
Think about situations where you feel most comfortable. Isn’t it usually with a small group of close friends? That’s why working with us is intentionally designed to be a highly personal relationship that feels as comfortable as sitting down with friends and family.
Our business is all about relationships. We come from a family with a legacy of providing financial advice to clients. Given our family’s experience in the industry, we believe we can be best positioned to pursue your financial objectives by truly knowing you, not only as an investor, but as a person. While our core team is intimately small, Raymond James' capabilities are impressively large.
Our alignment with Raymond James gives us access to the services, support and award-winning equity research of one of the premier independent financial firms in America. What’s more, when appropriate, we also collaborate with outside advisors such as your CPA and attorney to help bring a cohesive and coordinated approach to all aspects of your financial life.