Why We’re Different
We do not utilize models or packaged plans but develop customized wealth management solutions based upon your personal goals, objectives and risk tolerance.
You will work with a full team of professionals with more than 125 years’ combined experience. We manage in excess of $750 million in assets for clients globally.
We are specialized. Our team focuses on retirement income planning.
We are an independent firm, which means we operate free from the pressure to promote proprietary products and services.
Through Raymond James Financial Services, we have access to a wide range of investment alternatives and services in addition to the 3,000 professionals at the firm’s international headquarters in St. Petersburg, Florida.
Our approach is personal and our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms. Our clients enjoy immediate and unlimited access to a team of financial professionals who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.
We invite you to contact us today and begin experiencing a truly distinctive and personal level of service.