helping entrepreneurs pursue their personal goals

The core of our practice is serving entrepreneurs who either own or have sold a business. Most of them are self-made individuals who have worked hard and made smart decisions along the way. They are careful with the first-generation wealth they have created, and want to help ensure its continuity by instilling good financial habits and values in their children and grandchildren. They have come to rely on us to provide the seasoned financial counsel they know they need.

We also understand the many important financial matters entrepreneurs must address, including protecting assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale, wealth transfer, philanthropy and, ultimately, enjoying financial independence. Their personal wealth is often intertwined with their company, so we will help them have a solid exit plan in place for the eventual transfer of wealth to their personal and retirement accounts.

We are proud to play such an important role in the financial well-being of successful business owners and their families.

Services Include

  • Business Sales and Valuations
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Lending Solutions1
  • Insurance & Annuities2
  • Estate Planning
  • Charitable Giving
  • Cash Management

1 Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. Raymond James & Associates, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. 2 Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.