Our Inner Circle our limited Clientele

We are committed to limiting the size of our practice to ensure that we maintain our high standards of client service and communication. Having a limited client base, which we refer to as "Our Inner Circle", helps to ensure that we are readily available and dedicated to serving you.

We believe in the quality of our relationships not the quantity

Our practice grows solely through introductions to other like-minded individuals, as we continue to work hard to earn our clients' trust and confidence, such that they will feel comfortable in helping to grow our inner circle. When our inner circle supports the growth of our practice, it supports our efforts and abilities in adding resources that in turn will enhance the service they receive.

Complimentary Sounding Board Supporting our inner circle

We understand that not everyone has a trusted advisor to discuss their personal finances with. That's why we offer a Complimentary Sounding Board to provide a "second opinion" to your family members, friends, and close associates. While keeping each relationship separate and treating all conversations as confidential, we are confident that whomever you introduce to us will leave the conversation with a comfortable perspective and actionable ideas.

We encourage you to rely on us and look forward to guiding you, and any other family member or friend that is important to you.

Any opinions are those of The Dow Group and not necessarily those of Raymond James. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance may not be indicative of future results.