Our Clients

Our clients have complex challenges. At the end of the day they expect comprehensive, coordinated solutions from a team that includes CERTIFIED FINANCIAL PLANNERTM professionals who work together with them to meet their goals.

Business Owners

You know what it takes to survive and thrive as a business owner. You understand that running a business is a 24/7 commitment, from startup until the day you decide to move on to your next challenge.

But you also know that your personal and professional lives may intertwine in ways you had not anticipated, especially when it comes to your finances.

We get it, because we are entrepreneurs at heart. No matter where you are in the life cycle of your business, we can help you keep your finances organized and on track.

Working together, we will create, implement and manage a plan that focuses on both your business needs and your personal goals.

Corporate Executives

As a corporate executive, you’re a leader who understands how to take calculated risks and reap the rewards. Your time and energy are devoted to moving your career forward as well as following your personal dreams.

Executives at publicly traded companies face many unique challenges when managing their personal finance. Often your compensation plan includes stock options, which have a unique tax treatment and can concentrate your wealth as the time at your position grows.

To meet demands of your job and the often complex nature of your personal financial circumstances, we’ve created an efficient, consultative process which individually evaluates your case and tailors strategies to your unique circumstances.

We understand the challenges you face and can provide you with the decision-making guidance you need.

Institutions & Foundations

We support institutional investors in the delivery of all aspects of investment consulting. Utilizing a dedicated Institutional Consulting Services team at Raymond James, we offer investment research, strategy development, reporting, and oversight.

Our team is committed to creating a custom investment plan aligned with your organization’s mission and goals.