A pragmatic approach to wealth management

We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You’ve spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Our services include:

  • Wealth & Investment Management
  • Comprehensive Asset Allocation Analysis
  • Goal Planning & monitoring
  • Insurance & Annuities
  • Long Term Care Planning & Solutions
  • Wealth Transfer, planned gifting & legacy planning
  • Lending Solutions*

Asset allocation does not guarantee a profit nor protect against loss.

*Provided by Raymond James Bank. Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank, National Association (N.A.). Unless otherwise specified, products purchased from or held at Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, N.A., are not guaranteed by Raymond James Bank, N.A., and are subject to investment risks, including possible loss of the principal invested.

“Tailored financial service means taking the time to understand what your wealth means to you.”
Paul & Nadine