An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

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Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more. Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Jeffrey Vitt

Branch Manager, RJFS President, Tower Financial

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.

An elevated advisory experience

Environmental, Social & Governance Solutions

Investing for your future – and the world you want to see

Sustainable investing is a much sought-after strategy that makes it possible to purposefully invest in companies making a positive impact in the world.

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.

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 plans to continue to help propel you forward with sophistication and a well-crafted plan.

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.

Debt ceiling: Common sense prevailed

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Market moves back to focusing on the fundamentals

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.

Estate & Giving

Outlining market lessons learned as summer starts

Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.

Markets & Investing

Conflicting signals add uncertainty to Fed's rate path

Choppiness in the equity market continues as investors look to see a debt limit deal approved.

Markets & Investing

Debt ceiling deal – what's in it?

Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.

Economy & Policy

Complex, significant wealth warrants elevated support

Managing substantial wealth often requires specialized capabilities and expertise.

Markets & Investing

Debt ceiling deal moves closer to the finish line

With a debt ceiling agreement reached in principle, CIO Larry Adam looks at how this development - pending passage through the House and Senate - impacts his team's respective market and economic views.

Economy & Policy