The complexities that can be inherent in managing and preserving wealth require the attention of a specialized team well-versed in addressing such matters. In addition to offering you such expertise, we provide a high level of principled service as well.

Each of our associates has the expertise and ability necessary to succeed and serve in private wealth management. We provide the resources, autonomy and support so that each of them can grow and achieve. Our associates participate in a culture governed by a deep conviction in putting others first. Whether we are interacting with you, our fellow colleagues or other firms, we conduct ourselves with integrity, honor and respect. Above all, we are guided by the ethos: Do well while doing good.

Relationship Management

“No man is an island,” says the famous line by English poet John Donne. We remember that when considering our relationship with you, for it includes more than just you, but also your family members, professional advisors and even individuals whom you refer to us as clients. They help define who you are, and by knowing you better, help us shape the actions we take on your behalf.


Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. and SAGE Private Wealth Group. SAGE Private Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC