Preserve what you’ve built. Enjoy what you’ve earned.

Turning ideas into strategiesfor generations to come.

We specialize in financial planning, insurance, risk management and retirement strategies curated for you.

Wealth transfer strategies
Trust and estate planning
Tax planning guidance
Liquidity and lending
Business sale or succession
Education planning
Alternative investment opportunities
Philanthropic and charitable gifting

Within our approach, we believe leading with values is the best way to help families achieve their goals and leave a lasting legacy.

Slav Kuzmin CFP®, CIMA®, CPWA®
Slav Kuzmin, CFP®, CIMA®, CPWA®
Senior Vice President, Wealth Management

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Intelligence is the ability to adapt to change.
Stephen Hawking

Contact UsLet’s uncover the possibility of working together.

Slav Kuzmin
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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Investing involves risk and you may incur a profit or loss regardless of strategy selected. Alternative investment strategies involve greater risks and are not appropriate for all investors. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.