Our Services

Our Expertise


Our Services

We serve our families by tailoring different wealth management strategies to help them achieve financial independence.

Managing Wealth
  • Family Wealth Management
  • Portfolio Management
  • Education Planning
  • Banking & Lending Solutions
Preserving Wealth
  • Retirement Planning
  • Longevity Planning
  • Insurance Review and Planning
  • Tax Efficient Planning
  • Planning for Life Events
Building Legacy
  • Intergenerational Planning
  • Corporate Trust Services
  • Estate Tax Planning
  • Charitable Giving

Our Process

Creating a life plan means getting to know you not just as an investor but as a person. Our process aligns with our Mission to listen, connect and plan so that clients worry less and enjoy life more. It evolves in four different stages


We listen to your story and try to understand your unique needs as well as the future you envision for yourself and your family.


As part of the listening process, we'll work closely with you to define your needs and set goals to achieve them. This is the beginning of designing a customized, comprehensive plan to reach your goals


We research the universe of investment strategies and identify the best path for you. We present our findings, discuss the costs and risks, and ultimately help you make the decision.


We continuously watch the progress toward your goals, anticipate changes, make adjustments when needed and communicate regularly with you.

What you can expect from our partnership

  • Data Gathering/Proposal appointment
  • Welcome packet/Introduction to our team
  • Personal information sheet
  • Required document list to be provided by you
  • Documents to be reviewed/signed by you
  • Contact to provide the status of asset transfer
  • Technology orientation (website, secure email etc.)
  • Allocation/Implementation appointment
  • Any additional documents to be reviewed/signed by you
  • Resources available (document delivery, mailings etc.)
  • Raymond James Welcome guide
  • Raymond James Investor Verification letter
  • Initial review/update appointment
  • Quarterly communication from the FA/team
  • Periodic review/update appointment
  • Ongoing administrative support and outreach
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck