Preserving all that is yours.
Your dreams. Your wishes. Your plan.
Our focus on personalized service enables us to work with a diverse clientele. If you want to work with advisors you like and live the life you love, we’re the wealth management firm for you.
Families &
Individuals
We’ve had the privilege of guiding generations of clients, applying 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 help ensure our service is in harmony with all aspects of your life.
Retirees
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you by helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Business
Owners
As a business owner, you’ve built something you deeply care about – and you want to see it thrive. We’re well-versed in the challenges and opportunities that play a part in growing a company. As your partner, we provide the financial direction, leadership and confidence needed for you to focus on what you do best.
Women
Investors
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. Our team will provide the experience, expertise and advice to help ensure your plan addresses whatever life brings your way, so you can continue to build on all that you’ve accomplished.
Corporate
Executives
As an executive, you spend a majority of your time and energy between the office and home, with little to spare to dedicate to your own personal portfolio and finances. With us as your partner, we’ll deliver the confidence and understanding that your personal financial investments are always under our eye and on track toward your goals.
Healthcare
Professionals
Protecting against liabilities and other risks; preserving assets from excessive taxes; mitigating the effects of healthcare cutbacks; managing education debt; and pursuing financial independence are just a few of the unique challenges that healthcare professionals may face. You also have other priorities to save for – a home, a family and retirement – while navigating healthcare reform, rising malpractice premiums and reduced insurance payouts. We’re here to help you make smart financial decisions now to prepare for the future.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Religious
Organizations
For religious organizations, managing financial assets in alignment with their beliefs and values is not just a preference; it’s a responsibility. We recognize the importance of ethical investment and offer specialized guidance to ensure your financial assets support and reflect your organization’s spiritual mission. Our approach is consultative and collaborative, ensuring that investment strategies are not only effective but also ethically aligned with your organization’s principles.
Have Confidence With Your Financial Future.
Quality Service, Expertise, and Personalized Planning Tailored to Your Life Goals.