Wealth Strategies Partner

Meeting the unique financial needs of professionals.

As with many professionals, your business is the result of your own personal expertise. Your success began with years of school and now rests on the daily hard work you put into your practice. You know there’s more to be done in order to protect what you’ve built. But because you’re still busy building it, there just doesn’t seem to be time. That’s where we can help.

With a solid history of serving physicians, dentists, attorneys, accountants and other professionals who often are self-employed and building a practice, we understand your need to have a well-designed financial plan, not only for addressing short-term needs, such as saving for children’s college educations, but also long-term needs such as your own retirement.

For your practice, we can help you navigate a variety of financial matters, including protecting assets from liability risk, tax planning, managing cash flow, mitigating the effects of healthcare cutbacks, managing education debt, valuating your practice for sale and managing your transition.

Personally, we can provide high-level expertise and guidance to help manage your investments, mitigate your tax burden, and address other key issues such as estate planning, generational wealth transfer and your philanthropic endeavors.

Raymond James does not offer tax or legal services. You should discuss tax or legal matters with the appropriate professional.


Wealth Strategies Partner
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