Financial counsel that stands apart Look no further

While proud of our ability to manage money in a sophisticated/disciplined manner, our clients find value in much more than our performance versus benchmarks.

We hope that each would share a unique answer on where we made a difference in their lives. We strive to: Help owners prioritize goals prior to a business transition; send cash when it’s needed NOW; simplify financial affairs so clients can focus on other more important items; customize portfolios with widely-accepted ideas and institutional discipline; help support/expand charitable endeavors while working to maximize tax savings; making sure that everything INDEED is ok before and after a loved one passes away; being creative designing a plan that saves significant taxes; making sure retirement funds have longevity past lifetimes; compassionately safeguarding spendthrift loved ones from themselves; help create more runway (liquidity) for business ideas; help to maximize value during a transition; arrange affairs to become an unattractive defendant... Our clients have many parallel experiences, but all of them are unique.

Check out our “why we are different” page...

Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.