A Complete Range of SERVICES TO ADDRESS All Of Life’s PRIORITIES

Your financial needs change over time and may include accumulating wealth, funding a life event or personal dream, planning for retirement, making your wealth last as long as possible through your retirement years or making a plan to transfer your wealth to loved ones or to a cause that is important to you.

Our Wealth Management Standard of Care considers all of your needs and through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs that are important in the present, but also for the long succession of significant events that span your lifetime that allow you to realize your goals.  Our areas of 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

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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