Providing Clarity & Opportunity in a Complex Financial World.

Managing wealth shouldn’t feel overwhelming. Our discretionary approach allows us to handle the day-to-day decisions, so you can focus on living your life. We build personalized plans that reflect your short- and long-term goals, your time horizon, and your comfort with risk. We optimize for tax efficiency, identify strategies for retirement, and adjust as financial markets, legislation, and your personal circumstances evolve—ensuring your plan stays aligned with what matters most.

  • We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.

  • Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

  • 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 handling of all necessary paperwork.

  • Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.

Comprehensive Wealth, Thoughtfully Coordinated.

We bring deep insight into the markets and wealth planning—but we also know when to bring in trusted specialists. Through Raymond James Ltd.’s Total Wealth Solutions approach, we collaborate with in-house specialists in tax, estate, insurance, and philanthropy. We also work closely with your legal and accounting advisors to ensure every piece of your financial life is aligned. It’s a holistic, end-to-end approach designed to seamlessly support your full financial picture

  • Financial planning is the foundation upon which your total wealth management strategy is built and defined. A well-crafted plan for your life is where the discovery journey begins.

    • Establish what wealth means to you
    • Determine your goals and objectives
    • Create a customized plan
    • Execute action items to make your goals a reality
  • Total Wealth Wheel - Investment Management

    Investment management solutions are available to help build your net worth, preserve it or generate income for life. Through a deep discovery process, we will have the important conversations that help define what wealth means to you; how you want to spend and how you want to invest. 

    • Determine investment objectives, risk tolerance and time horizon
    • Construct an appropriate asset allocation strategy
    • Evaluate and select suitable investments
    • Perform ongoing portfolio monitoring and rebalancing
  • Total Wealth Wheel - Insurance Solutions

    Insurance solutions are critical to help guard against financial losses due to unexpected events. Providing for and safeguarding those you love from potential risks and uncertainties means building financial protection for them.

    • Financially protect your family or business
    • Accumulate and transfer wealth using tax-exempt life insurance
    • Fund and facilitate a business transfer or continuity cost-effectively
    • Guarantee income for life
    • Group plans and solutions for businesses and corporations
  • Total Wealth Wheel - Tax Solutions

    Tax planning is an integral component of wealth management. Its purpose is to help you retain more of the wealth you have worked diligently to earn.

    • Minimize tax liability and preserve wealth
    • Prepare and file your tax return
    • Identify restructuring opportunities to maximize wealth
    • Make informed financial decisions
  • Total Wealth Wheel - Estate Trust

    Estate and trust services help facilitate your wealth transfer wishes now and in the future. Whether acting as an executor, trustee or power of attorney, Solus Trust an affiliate of Raymond James Ltd. provides expertise to create lasting and meaningful legacies.

    • Maintain family harmony
    • Ensure diligent care of beneficiaries
    • Preserve wealth and avoid financial vulnerability
    • Facilitate legacies for generations to come

    View our brochure

  • Total Wealth Wheel - Charitable Giving

    Charitable giving is a positive, life-affirming endeavor. It allows you to give with intention today and leave your mark for the future as you build a lasting legacy. 

    • Create your family foundation
    • Build a charitable legacy
    • Maximize impact to your favorite charities
    • Initiate a strategic approach to giving
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