Financial planning is not an investment product, but rather an ongoing process designed to help you achieve your goals by making smart decisions. It begins by evaluating your current financial situation, identifying and clarifying your goals, designing the appropriate plan for pursuing them, and monitoring its progress over time. We look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.

Preserving your wealth and maintaining your standard of living are among your highest priorities. People are living longer today, so the possibility of spending 30 years in retirement requires careful planning and disciplined investing. We can create a plan for monthly distributions from your portfolio designed to preserve your principal. We can also assist you with longevity planning, required minimum distributions, income planning, tax strategies, asset preservation and reallocation, account titling and beneficiaries, multigenerational wealth transfer and charitable giving.

RMD's are generally subject to federal income tax and may be subject to state taxes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Transitioning out of your business is one of the most significant financial events of your life. We help you plan your exit—whether through a sale, merger, succession, or step-back strategy—with clarity, confidence, and tax efficiency. Our goal: to turn your business equity into lasting personal freedom. Succession isn't an event—it's a process. We help you prepare the next generation of leaders, reduce transition risks, and preserve business value. Whether succession stays in the family or shifts to key employees or buyers, we help ensure your financial future remains protected through every phase.

Taxes are one of the greatest expenses in wealth management—and one of the most controllable. We work proactively to help reduce your tax exposure across investments, income, retirement accounts, business exits, and estate plans. Our integrated tax strategies aim to keep more of your money working for your purpose.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Your legacy isn’t just what you leave behind—it’s how you live today. We help coordinate estate plans that minimize taxes, preserve assets, and ensure your wealth passes according to your wishes. From trust structures to charitable giving and family communication, we guide you through complex decisions with clarity and care.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

We don’t guess—we invest with intention. Your portfolio is tailored to your goals, risk tolerance, and time horizon. Through strategic asset allocation, disciplined rebalancing, and thoughtful integration of alternatives when appropriate, we seek to balance return with resilience. Our focus: long-term performance with purpose.

Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Unforeseen risks can erode everything you’ve built. We assess liability exposure, insurance needs, and entity structures to help shield your assets from avoidable threats. From life insurance to umbrella policies and business protections, our planning helps ensure you’re prepared for the unexpected.

Affluence brings complexity—and opportunity. Our private client services are designed for high-net-worth individuals and families who want bespoke solutions, proactive tax planning, asset protection, concierge-level service, and multigenerational strategies. We bring clarity and confidence to the sophisticated challenges of significant wealth.

Access potential opportunities not found in traditional markets. From private equity and real estate to structured investments and niche strategies, we help you explore alternatives that may enhance diversification, improve tax outcomes, and align with your personal objectives and risk tolerance.

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

We serve leaders who don’t have time for guesswork. From stock options and deferred compensation to concentrated equity and golden handcuffs, we simplify the financial lives of executives. Our planning focuses on tax efficiency, wealth extraction, and long-term freedom—so you can lead boldly today and retire confidently tomorrow.

Wealth that lasts is wealth that’s understood. We help families develop shared vision, financial fluency, and a culture of stewardship. Through education, communication frameworks, and succession planning, we ensure your values transfer as powerfully as your assets.

Financial planning is not an investment product, but rather an ongoing process designed to help you achieve your goals by making smart decisions. It begins by evaluating your current financial situation, identifying and clarifying your goals, designing the appropriate plan for pursuing them, and monitoring its progress over time. We look at planning through a wide lens and develop strategies designed to pursue your short- and long-term goals.

Retirement concerns are not solely about financial matters, but also about quality of life and levels of independence. Because people are living longer today, many of today’s retirees can expect to live another 30 years. It’s why we also provide longevity planning, to address important issues associated with aging and the effects of increasing life expectancies, as they relate to housing, healthcare, caregiving and transportation.

Nonprofits face unique financial responsibilities. We provide planning and investment oversight that aligns your board’s fiduciary duties with your mission. From investment policy design to reserve strategies and donor fund stewardship, we help you navigate complexity while staying focused on impact.

Align your investments with your beliefs. Whether you prioritize environmental sustainability, social justice, or corporate governance, we help you identify opportunities that reflect your values while pursuing competitive returns. ESG screening, impact investing, and shareholder advocacy can all play a role in a values-driven portfolio.

Incorporating sustainable investing criteria into the investment selection process may result in investment perfomance deviating from other investment strategies or broad market benchmarks.