A Full Service Practice

Our multifaceted independent advisors truly care about the financial well-being of the individuals, families and businesses we serve. We take our role as their long-term partner very seriously. After all, in many cases, we've been managing and helping preserve our clients' wealth for generations. We've been our clients' long-term partners since the early 1970s, so we know something about markets and investor patterns. In all that time, we've seen other investors sell at inopportune times because the markets were weak. But we have always taken a more proactive, pragmatic approach to long-term planning.

We're realistic. We make a point of communicating more frequently when markets are volatile. For example, we talked to our clients more in 2008 than almost any other year before to help them stay the course and look toward what's next. There will always be market volatility, and we pay particular attention to reducing risk through diversification* among sectors and asset classes. We also believe in purposeful cash management designed to help you cover your anticipated cash needs for next year, 10 years from now or 50 years into the future.

That's why we believe in true full-service financial planning that seeks to meet your every financial need. We offer extensive financial planning services and wealth management products to complement our expertise. These offerings allow us to build on our understanding of your goals and the markets to design a comprehensive financial plan tailored specifically to your needs.

* There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Raymond James does not provide tax or accounting services.

Areas of Service Include:

  • Retirement Planning
  • Wealth Management Planning
  • Legacy/Estate Planning
  • Educational/College Planning
  • Investment and Securities
  • Insurance Coverage
  • Tax Planning
  • Small Business Planning
  • Asset Management
  • Charitable Giving
  • Wills and Trusts
  • Asset Protection and Transfers
  • Employee Benefits (IRAs, Rollovers)