A complete range of services to address all of life’s priorities

Your financial needs change over time, from accumulating wealth to planning for retirement to making your money last as long as possible through retirement.

One constant, however, is our ability to help you pursue your goals throughout your whole life.
Through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime.
Our practice areas and expertise include:

  • Wealth Management
  • Investment management
  • Cash management and managing liquidity events
  • Investment banking
  • Stock option strategies
  • Concentrated stock strategies
  • Corporate Retirement Plans
  • Estate and tax planning
  • Transition strategies
  • Legacy planning
  • Foundation creation and management
  • Charitable strategies
  • Networking and introductions
  • Insurance Services

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