Personalized financial planning with a long-term perspective

We work diligently to understand all aspects of who you are and aspire to be – then, based on your goals and ambitions, we craft a workable plan designed to take you there. By supporting your objectives with sound advice and encompassing resources, we help you take your potential further.

We view investment performance with a long-term perspective, not simply quarter to quarter or month to month. Our approach is characterized by our discipline and ability to monitor market trends without getting emotionally caught up in them. We consistently emphasize these three critical components of wealth management:

Comprehensive planning. For individuals, families, businesses and institutions alike, we develop a comprehensive, objective financial plan tailored to your goals.

Asset allocation. One market authority suggests that more than 91% of portfolio performance depends on asset allocation.* We believe in a disciplined approach to this aspect of investing – an approach that maintains a consistent, steady course rather than fluctuating with every market shift.

Objective decision-making. We help our clients remove the element of emotion from investment decision-making, focusing instead on long-term goals and investment value.
Throughout the course of our relationships with our clients, we maintain our focus on their specific needs, goals, risk tolerance, tax exposure, preferred time frames and other factors. Should any of these elements change over time, we can adjust the investment portfolio accordingly. On the other hand, we work extremely hard to avoid making reactive changes prompted by national or world events, market shifts or media reports.

*Source: Financial Analysts Journal, January/February 2000.
Asset allocation does not guarantee a profit nor protect against loss.

Wealth Management Overview

Wealth management is essentially a comprehensive approach to addressing all aspects of your financial needs, a cohesive and convenient solution for today’s busy individual or organization.

Investment consulting is the foundation upon which we build our client relationships, but there are other important parts to the comprehensive wealth management service we offer.

Advanced planning addresses four key areas of financial needs that affluent investors typically have beyond simply investment planning: wealth enhancement, wealth transfer, wealth protection and charitable giving.

Relationship management includes three important areas: knowing and meeting your needs over time, overseeing our team of financial professionals to help meet those needs and coordinating with your other professional advisors such as your attorney and accountant

Advanced Planning Overview

Advanced planning, as previously mentioned, is the component of wealth management that addresses four key areas. We help you progress through each area, in order to further your goal of charitable giving.


There is no assurance your investment strategy will be successful. Investing involves risks including the potential loss of capital.

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