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

Where do Treasury yields go from here?

Raymond James Senior Investment Strategist Tracey Manzi discusses the reasons Treasury yields are at multi-decade highs and how long the economy can support those rates.
Economy & Policy

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

Focus on philanthropy this Fall

Review key market dates and timely financial planning tasks.
Estate & Giving

Fed elects to skip rate hike at September 2023 FOMC meeting

For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
Markets & Investing

 

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