Custom and sophisticated personal wealth planning

Planning is our specialty and we are focused on helping clients find resolution to even the most complex financial scenario. Nothing is done in a cookie-cutter fashion, as each situation has its own unique characteristics and requires an individualized strategy and process.

Everything we do is truly tailored to each client’s specific needs. It includes helping them through a retirement plan or addressing intricate matters such as complex estate planning, multigenerational wealth planning, credit analysis and structured credit opportunities.

Our clients often have their finances dispersed among many different places and are looking for experienced financial guidance to bring them all under one umbrella and have an overarching strategy to pursue their goals.

We often collaborate with our Raymond James corporate partners to complement our own deep strategizing and problem-solving abilities. Through our guided care, our clients’ needs become the central part of a larger team discussion and collaboration toward strategic solves.

It’s common for our clients to participate in this process and interact with Raymond James home office professionals.

We will unify all of the essential financial matters in your life, with well-reasoned advice that includes tax strategies, estate planning, credit management, business exit strategies and mitigating the tax side of liquidity events.

As our client, you can be confident in knowing that we will make good decisions in developing and executing a cohesive financial plan on your behalf.

The specialized planning we offer incorporates everything from risk management to estate planning, charitable giving strategies to trust services.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

Believe and act as if it were impossible to fail.
Charles F. Kettering