A financial partner for families and individuals
Our team serves successful families and individuals such as professionals and corporate executives who understand the importance of having a well-designed financial plan for addressing essential priorities including funding their children’s college educations and preparing for retirement.
Our team’s ongoing goal is to serve as your financial advisors for life, managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter most. Our team serves many multigenerational clients, including their children and grandchildren, who are often working with an advisor for the first time.
The advisors on our team have years of experience in addressing important financial matters such as asset preservation, tax planning*, managing cash flow, managing education debt and, ultimately, financial independence.
Family is important to our clients, so we take extra measures to truly understand their family dynamics and fulfill the wishes they have for their loved ones. We help our clients have a legacy plan that not only provides for their family and the charitable causes they’re passionate about, but also has the potential to yield tax benefits and further their overall wealth management plan.
Many times, we find that a family’s wealth is concentrated in a single stock, received through inheritance or company benefits. We have strategies designed to resolve this risk, while also mitigating the tax implications. Whatever the need, we’ll be here for you throughout your life – and for the next generation of your family.
* Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation. As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.