We believe it’s important to get to know our clients and their families on a personal level.

That's why we host fun, educational and charitable events throughout the year and encourage you and your friends and family to join us.

Our comprehensive wealth management services assist successful families and businesses preserve their assets and enjoy retirement. Our clients benefit from our more than 30 years’ experience in the financial services industry.

  • Publication of TECH SUCCESS Book

    Three decades of wealth management experience are distilled into our book “TECH SUCCESS: How Technology Executives and Their Families Manage Meaningful Wealth”. It’s available for purchase at Amazon and local bookstores. If you are an accredited investor working in, or retired from, the technology sector this is a must-read book. Learn More >

  • Trust Review Day

    Trust Review Day, in coordination with local estate attorneys and certified public accountants, analyzes clients' current estate plan, examines the provisions for administration and distribution of assets, and provides recommendations to assist clients attain their objectives and goals. This is a complimentary services for Raymond James clients with sophisticated estate plans, such as taxable estates ($5MM+), high-net-worth, divorced/second marriage, retired or semi-retired, and blended families. Raymond James Trust N.A. can serve as trustee, custodian, personal representative or agent to the trustee.

  • Review Your Retirement Plan

    Do you know when you will be able to retire? Will you have sufficient cash flow, once you retire? Should you take Social Security immediately, or wait? Should you invest in a long-term care policy? Should you change your investment strategy in preparation for, or during retirement?  

    If you need answers to these questions, our Chartered Retirement Planning Counselors are available to help. Contact our office for a Retirement Planning appointment.

    Call Us to Review Your Current Investment or Retirement Plan.

  • Your Second Opinion Service

    Is your current financial advisor delivering the performance that you need or expect? Faced with a turbulent market, should you change your investment portfolio? Are you sufficiently diversified to cope with future global events?

    If you would like a thorough review of your current investments, please contact us for a Second Opinion appointment.