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We are a full service wealth management practice with over 200 years of collective experience. Each of us brings varying specialties and experience to the practice which allows us to deliver a holistic approach to managing our clients' finances.
Our focuses are family financial planning, corporate employee benefits, and asset management. We believe that investment products are a means to an end and not the other way around. Therefore, our approach is to be consultative in nature with our clients. Check our background on FINRA's BrokerCheck.
We’re not big on fancy titles. Instead, we’ve built a team of individuals who each serve a critical role in the success of our clients and business. As with any team, each person brings a unique skill set, perspective, and personality to the table. Just like our families at Thanksgiving dinner, we may not all agree on politics, but at the end of the day we love working with each other and things just aren’t the same when one of our teammates is missing. Our goal is to have this supportive family environment translate to our client relationships.
We are a full service wealth management practice. As such, we offer financial, investment, estate, and tax planning for families.
Businesses and institutions rely on our team of specialists working with retirement plans (401k, 403b, 457b, SIMPLE IRA, and SEP IRA).
We have chosen to offer securities through Raymond James Financial Services (RJFS) as our broker-dealer. RJFS is headquartered in St. Petersburg, FL and manages approximately $500 billion in client assets. They have a rich history dating back to their inception in 1962 and have been recognized nationally for community support and corporate philanthropy.