Areas of service to business owners

+ Structuring and managing retirement plans for you and your employees

We have the expertise and ability to structure customized retirement plans designed to reach the goals of you and your employees.


+ Managing significant wealth and selling your business

One of the most rewarding aspects of building a successful business is the ability to pass it on to the next generation or sell it. Like you, we are entrepreneurs. We understand your position and offer a unique perspective, as well as an expert group of strategic, professional partners, including the Raymond James Wealth Solutions Group, to assist in developing your succession strategy.

+ Transferring wealth and planning your legacy

As a business owner, you have enjoyed many successes in life. The significance of a life well lived is a legacy well planned. We invest time in listening very carefully to your goals and objectives for that wealth transfer. We can take the lead advisor role as we invest more time in working closely with you, your CPA, your attorney and your loved ones. We work to define a clear perspective of your goals and values and to put in place a strategic outline for maintaining your estate or passing it on to your beneficiaries.

+ Managing investments, managing risk

We have thoughtfully developed a tested approach to investing that utilizes stocks, bonds and cash as well as nontraditional and alternative investments to focus as much on risk as we do on return. With more than 100 years of experience, we are better prepared to develop investment portfolios for our clients.

Investing involves risks including the potential loss of capital.