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 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.

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 Strategies

 

Portfolio Management

 

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.

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

What Should We Expect From the Markets Going Forward?

04/01/2020
Investors can anticipate lower returns for both bonds and stocks over the next several years vs. the last 10 years due to lower yield levels, starting valuations and economic conditions.
Markets & Investing

Oil Demand May Drop Even Lower Than Great Recession Levels

04/01/2020
The oil market is facing an unprecedented one-two punch, but director and energy analyst Pavel Molchanov envisions recovery by 2021.
Economy & Policy

April 2020 Investment Strategy Quarterly

04/01/2020
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing

Coronavirus-Driven Drop Brought Investors Back Down to Earth

04/01/2020
CIO Larry Adam discusses the COVID-19 outbreak and emphasizes that investors should exercise patience, not panic.
Markets & Investing

Student Loan Payments Suspended for Three Months

03/31/2020
As part of the coronavirus relief package, student borrowers will receive a three-month reprieve from loan payments.
Family & Life Events

CARES Act: Rebates, Health Coverage, Homeownership and More

03/31/2020
Review provisions that include recovery rebates, expansion of qualified HSA uses and tenant protection.
Family & Life Events
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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.

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