Our Approach

Planning For What Matters Most

We believe our work is about more than just managing money. As financial advisors and investment managers, we understand that you see your wealth not simply for what it is, but for what it can be. Financial planning is about achieving the goals that matter most to you whether you are still working in your career or are already retired.

Coordinated, Proactive Approach

Because of the exceptional degree of success that you have achieved, you often face unique challenges when it comes to planning for your financial future. Assuming the role of your Chief Financial Officer, we will oversee the various aspects of your financial life. Our collaboration with your other professional advisors enables us to provide you with the most thorough and objective advice possible. The personal relationships that we develop with our clients give us unparalleled insight into their situation. In turn, our clients place a tremendous level of confidence in us and the work that we do for them.

Objective Investment Professionals Backed by Strength

From our inception, our professional insight and complete objectivity has served the needs of an exceptional clientele comprehensively and discreetly. The investment assets that we manage are custodied at Raymond James & Associates, a publicly traded full-service brokerage firm which offers us a tremendous amount of resources and support as it relates to financial planning and investment management for our clients.

  • Before our established and professional team can serve you, we must first get to know each other to help ensure that our collaboration is the best choice to meet your unique needs. We do this by spending time with you to ascertain and understand your unique goals, overall financial situation, investment experience and risk tolerance. During this time, we also provide the framework for how we think and operate so you have a clear understanding of our robust capabilities and services, and how they can be tailored to you.

  • Our next course of action is to come together as your financial counsel to carefully analyze the totality of information we have discovered. It’s this detailed evaluation that enlightens the decision-making for designing your personal plan. At times, it makes sense to coordinate among your other trusted advisors, such as your attorney and accountant, in order to simplify your plan and help ensure it is well-managed overall. At the end of this phase, we present our tailored recommendations to you – answering questions, considering alternatives and outlining next steps as we move toward implementing your plan.

  • Once we receive your stamp of approval, our professionals extensively research all elements of your custom plan to prepare for execution. The strategies we’ve selected are aligned with our broad base of in-depth resources, which we access through Raymond James. With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the careful handling of all necessary paperwork.

  • After your intricate plan is implemented in alignment with your goals, we will prudently review its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our integrated planning means staying abreast of any changes in your life and advising when changes are needed with your custom plan. Expect our astute team to provide reporting of your account activity and conduct reviews so we can be sure to cover all aspects of your financial future.

“I choose to make the rest of my life the best of my life.”
- Louise Hay