Services
List of our comprehensive wealth management services
- Goal Planning & Monitoring
- Portfolio Asset Management
- Retirement Planning
- IRA Distribution Planning
- Education Funding
- Gifting Strategies
- Annuities and Insurance Strategies
- Long-Term Care Planning
- Estate Planning
- Trust Services
- Net-Worth Analysis
- Cash-Flow Analysis
- Annual Account Performance Reviews
- Portfolio Analysis
- Capital Gains Tax Planning
- Beneficiary Review for Retirement Plans
- 401(K) Plans
- Employer Retirement Plan Review
- Mortgages and Lending
- Work with CPAs To Provide Year-End Tax Documents
- Processing Class-Action Suit Paperwork
- Account Aggregation
- Digital Document Organizer/Storage
- Newsletters and Timely Market Updates
- Client Events
“People think processes are impersonal. But our process has helped build some of the best friendships we could ever have imagined.”
Latest News
Sailing into unknown seas for 2024
Raymond James Chief Investment Officer Larry Adam discusses the economic outlook for 2024.
Economy & Policy
Here we go again: Showdowns and shutdowns
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Despite a resilient economy so far in 2024, the outlook is getting murkier
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A predictable pullback in equity markets
Raymond James CIO Larry Adam discusses why we were due for the recent market volatility.
Markets & Investing
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Get Real
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
The Match Continues: The Fed vs. The Market
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Hopes bolstered for Fed’s soft landing, but watch building headwinds
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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