A personalized approach to managing wealth

Managing your financial life, so you can live yours

Managing your wealth, and how it affects your future, demands dedication, experience and effective communication. It takes a team interested in knowing you to provide a customized plan to help build, monitor and transfer your wealth to future generations.

Our practice is centered on you so that our team can truly understand your needs, objectives and preferences. Only then do we apply our more than 30 years of collective experience to managing your investments and helping preserve your wealth – so you can focus on living your life.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

You understand all too well the effort that goes into creating a ...

Financial Planning

Whether planning to build a home by the lake or help your daughte...

Investment Strategies

Portfolio Management

Retirement Planning

We understand that there should be no compromise when it comes to...

Get to know Our Team

Gary McGovern bio image.
Gary E. McGovern
Branch Manager Senior Vice President, Investments
Mike Farley bio image.
Mike Farley
Registered Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Weekly Market Snapshot

04/18/2019
Market Commentary by Scott J. Brown, Ph.D., Chief Economist April 18,...
Markets & Investing

Options for Addressing a Wayward Child in Your Will

04/16/2019
Every family has its challenges. Learn about estate planning options f...
Planning & Retirement

How Close Is the Next Recession? How Can You Prepare?

04/15/2019
There's a 30% chance we'll see a downturn in the next year, says Chief...
Markets & Investing

Bond Market Commentary

04/15/2019
Price Is Just a Number By Drew O’Neil The yield that a bond is ...
Markets & Investing

Weekly Investment Strategy

04/15/2019
Sitting in Limbo By Jeffrey Saut Sitting here in limbo But I know it ...
Markets & Investing

Millennial Renters: Lifestyle Choice or Financial Need?

04/12/2019
Is the trend due to financial challenges or lifestyle preferences? A l...
Markets & Investing
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The future at your fingertips

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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