Investment Management
Bringing a wealth of technical and practical knowledge, a systematic process and a unique problem-solving capability to your investment portfolios.
Services
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:
Financial Life Planning
Working with you to develop and monitor goals that are unique to you, your life and your specific situations.
Wealth Management
Applying our best thinking and methods to your unique, financial circumstances by using a comprehensive approach to investment management.
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.
Insurance Services
Protecting assets due to deteriorating health, loss of income and death is an important consideration when forming your comprehensive risk management strategy.
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.
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.
Legacy Planning
Developing a plan that focuses not only on financial strategies, but also the values you wish to pass along to your heirs.
Business Succession Plan
Structuring a timely and efficient exit from your business.
Tax Planning
Working with your tax advisor on carefully planning ways to help reduce taxes throughout the year.
Estate Planning
Identifying how to better preserve, protect and transfer wealth to those individuals and organizations for whom you care about the most.
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.
Concentrated Stock Strategies
Advising on an efficient way to help reduce portfolio risk over time through structured sales of a single stock.
Private Banking Services*
Addressing your traditional and non-traditional banking needs is an important component of our service offerings and the total client experience. * Banking services provided by Raymond James Bank, N.A.
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.
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