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: Applying our best thinking and methods to your unique, financial circumstances by using a comprehensive approach to investment management.

Financial Life Planning: Working with you to develop and monitor goals that are unique to you, your life and your specific situations.

Investment Management: Bringing a wealth of technical and practical knowledge, a systematic process and a unique problem-solving capability to your investment portfolios.

Private Banking Services*: Addressing your traditional and non-traditional banking needs is an important component of our service offerings and the total client experience.

Concentrated Stock Strategies: Advising on an efficient way to help reduce portfolio risk over time through structured sales of a single stock.

Corporate Retirement Plans: Providing corporations with strategies to develop and enhance 401(k) plans, Profit Sharing Plans, Money Purchase Plans and other Corporate Retirement Strategies.

Estate Planning: Identifying how to better preserve, protect and transfer wealth to those individuals and organizations for whom you care about the most.

Tax Planning: Working with your tax advisor on carefully planning ways to help reduce taxes throughout the year.

Business Succession Planning: Structuring a timely and efficient exit from your business.

Legacy Planning: Developing a plan that focuses not only on financial strategies, but also the values you wish to pass along to your heirs.

Foundation Creation and Management: Helping determine, develop and manage the best philanthropic solution for your personal situation whether it's a Private Foundation, or a Donor Advised Fund.

Charitable Strategies: Developing solutions to help maximize the impact of your charitable giving by structuring your desires to meet your long-term goals without compromise.

Insurance Services: Protecting assets due to deteriorating health, loss of income and death is an important consideration when forming your comprehensive risk management strategy.

Retirement Planning: by identifying sources of income, estimating expenses and implementing a savings and investment strategy, we work diligently with our clients to determine retirement income goals and the actions and decisions we believe necessary to pursue those goals.

Educational Planning: funding and planning an education for children, grandchildren or even for an adult, requires significant foresight and consideration given the rapidly rising cost of tuition and other related expenses. There are many options and variables to consider and to which we invest our full attention.

* Banking services provided by Raymond James Bank, N.A.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.


If you want to live a happy life, tie it to a goal.
Albert Einstein