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. Our team, as your partner, offers 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.

Watch our video about our transition to Raymond James

Helping people along the journey to their goals is what drives the Woods Brignac team. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We are proud of the firm’s commitment to our community, and we share Raymond James’ client-centric approach to doing business. We look forward to serving you as a true fiduciary – with the freedom to provide objective financial advice based solely on your needs and goals.

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham