Our Services
Our approach is to LISTEN to our clients. Through listening, we gain an understanding of our clients’ concerns, anxieties, aspirations and the purpose for their wealth. We then determine clear financial goals that will help fulfill this purpose. With a firm understanding of the client’s goals, we can then begin to plan accordingly.
We serve a limited number of individuals and families. Our clients understand the value of having a trusted and dedicated advisor to help them manage, organize and simplify their financial affairs. Our clients pay a straightforward fee that is based on investment assets.

Financial Planning
It is our belief that all clients, regardless of age, wealth, investment experience and family structure, must plan in order to meet their financial goals. Our planning process is based on organization, analysis and execution. The ultimate goal of this process is to simplify the unique complexities of each client’s financial situation and empower them to confidently make financial decisions.

Investment Planning
We invest in a manner that helps clients meet their goals. To do so, requires both a technical understanding of each investment as well as the role that investment plays in an overall investment plan. We analyze client portfolios to identify risks, opportunities, potential outcomes and whether the investments are working in concert with one another. With a clear understanding of their investment portfolio, we can be confident that we are moving the client closer to achieving their goals.

Income Planning
Many of our clients have a common goal – they all plan to live off of income (now or in the future) generated by their assets. One of the options to achieve this goal would be to design an income plan that effectively takes assets that have been accumulated over years and reposition those assets for distribution. By evaluating a client’s assets from a tax, estate planning and cash flow perspective, we can confidently position a client’s assets in order to generate their desired amount of income. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Legacy planning
Whether your objective is to safeguard your family’s wealth, create a meaningful philanthropic footprint, or both, effective legacy planning is about more than legal documents—it reflects your values, vision, and long-term intentions. By collaborating with your attorneys and tax professionals, we help translate your intentions into an estate plan that reflects your values, provides for your loved ones, and identifies potential tax-efficient strategies—all tailored to the unique circumstances of your family and assets. For clients who wish to integrate charitable giving into their long-term financial life, we assist in establishing donor-advised funds—flexible, tax-efficient tools that allow you to support causes you care about, over time or on a multigenerational basis.