Improving people's lives through planning and successful investing.

Team Photo

An exceptional team just got even better

We are proud to announce that James M. McLaughlin and Kendrick W. White have earned the Private Wealth Advisor designation from Raymond James, signifying their mastery in managing the expansive needs of significant wealth.

Celebrating 15 years with Raymond James with Chairman Emeritus, Tom James, President and CEO of Private Client Group, Tash Elwyn, Divisional Director, Tom Walrond and former President of Private Client Group, Dennis Zank!! Left to right: Michael McLaughlin, Tom Walrond, Jim McLaughlin, Rick White, Tom James, Dennis Zank, Peter Barlow and Tash Elwyn

Our mission is to enhance our clients’ quality of life through personalized wealth management strategies driven by the principles of value investing.

As we help clients pursue their financial goals, we recognize that trust is the cornerstone of a successful advisory relationship

Building and maintaining that trust is our constant priority.

Price is what you pay. Value is what you get.
Warren Buffett