A Process That Seamlessly Aligns Your Needs With Our Service Offering​

We employ a personalized process to build a customized, diversified portfolio that addresses your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and actively manages your financial plan, adjusting along the way to meet your changing needs.​

  • We begin with a deep discovery process to understand your goals, dreams, current financial situation, investment experience and risk tolerance.

  • Through customized, professional wealth management advice, we design solutions intended to help you reach your objectives. We also incorporate our wealth specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and then outline the steps to implement your plan.

  • We execute your customized strategy using the extensive tools available to us through Raymond James, including the selection of specific account types, investment products and optional services, and complete necessary paperwork in a coordinated approach.

  • We continually monitor your progress relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt