A personalized approach to managing wealth

Wealth isn't just about money or possessions; it's about strong relationships, faith, and a sense of community. In our practice, we share this belief with our clients, who we see as more than just customers – they are our friends and extended family.

Our team is committed to supporting our clients in every aspect of their lives, and finances are just the beginning. We know that financial well-being impacts many other areas of life. Our commitment to provide personalized and comprehensive planning goes far beyond investments. We help our clients navigate toward a brighter future with financial confidence.

We are honored to be a part of our client's lives and are committed to pursuing their goals. If you are interested in learning more about how we can help you pursue what is most important, get in touch with us.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Education Planning

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt