Trusted Partners and our total team approach

As part of our comprehensive wealth management approach, we will also coordinate with your other advisors, such as your CPA and estate attorney, whenever necessary to help ensure important tax and legal matters are addressed and cohesively integrated into your overall plan.

To supplement our own deep planning experience, we also have access to a full team of experienced professionals in the home office of Raymond James, one of the largest independent financial services firms in the country. Raymond James professionals are well-versed in the financial disciplines crucial to the management and preservation of significant wealth. We put the full scope of the firm to work for us – and for you.