OUR SERVICES
With a full suite of wealth management services, our team strives to help preserve your wealth and plan for all the aspects of your financial life. Your needs change over time – from accumulating wealth to making your money work for you, and ultimately transferring assets. You can count on our team to help you pursue your goals throughout your whole life. We plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime.
Investment Management
We work with you to understand your overall risk profile, matching your objectives with your investment portfolio. We design, implement, and manage portfolios tailored for growth, while reducing excess volatility.
We believe that one of the keys to growing and preserving wealth over the long term is a commitment to the financial planning and investing process. We don’t believe in taking on more risk than necessary.
Insurance Planning
Insurance planning is a critical component of a comprehensive financial plan. It includes evaluating risks and determining the proper insurance coverage to mitigate those risks.
As a key piece of a sound financial strategy, insurance helps secure your financial future. We understand how insurance fits into a comprehensive plan. Whether you need life, disability, long-term care or a specialty policy to fit a unique need, we will search the market for the right options. As an independent organization, we have access to a wide range of products.
Tax Planning
The less money you pay in taxes, the more you have to devote to your financial goals.
We want to help you keep more of your hard-earned money working for you. It is difficult to create a thorough financial or investment plan without considering the impact of taxes. Our team has significant experience working directly with businesses, individuals, and their tax professionals to help clients understand tax ramifications and create more tax-efficient plans.
Estate Planning
Your estate is your legacy.
How you own assets and manage your beneficiary designations can be as important as your estate documents themselves. We can work alongside your attorney and CPA to develop comprehensive solutions to your estate concerns. We are experienced in the use of trusts and wills – vital estate documents that determine where, when, and how assets will be distributed.
Business in Transition
Whether you’re looking for a succession plan to address transferring ownership or need a business valuation or facilitation during the selling process, we can build a plan to smooth the transition.
Through our team’s relationship with Raymond James, we have access to full-service investment banking capabilities. Our investment banking team is supported by hundreds of specialists within nine growth-oriented industry practices. Comprised of more than 570 capital markets professionals, Raymond James operates one of the country's most highly regarded middle-market investment banking operations.
Raymond James also offers access to capital through their merchant banking and venture capital subsidiaries, as well as bond underwriting services for both corporations and municipalities.
*Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.