Our Services
Concentrated
Stock Positions
We can help you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James to manage your unique risks.
Insurance Planning
We provide a wide range of innovative insurance strategies, including life, disability and long-term care insurance that can offer safety for you, your family and business.
Institutional Consulting
Are you currently following a defined, disciplined process that accurately reflects your institution’s investment needs? We have the resources to help.
Tax Aware Investment Management
We can help you narrow the overwhelming number of investment opportunities to just the right ones for you, your family and your goals. From fixed income bond solutions, to individual equities to alternative strategies, we will provide an efficient, effective plan to help manage your investments to the goals that are most important to you.
Charitable Planning
We have the resources to customize a plan that not only help minimize risk but also helps you share your wealth with the people and charities you care about most.
Qualified and Non-Qualified Retirement Planning
Our goal is to make it simple. We have strategies to help you save money in a tax efficient manner today to meet the goals that you have set for tomorrow.
Second Opinion Service
You may be in a complex situation or perhaps you are unhappy with the advice you are receiving from your current financial advisor. Our Complimentary SECOND OPINION service is available to potential clients and those people they most care about.
Call us today for a COMPLIMENTARY second opinion on your financial well-being.