Why we’re different

Plenty of financial services companies claim to be different from the rest – we truly are.

Custom Solutions

You are provided with wealth management solutions that are customized to you and your vision. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision.


You will work with a trusted firm that manages assets in excess of $1.5 billion (as of 7/1/19) for clients globally. The size of our firm and broad reach has given us the resources and insight to provide a broad range of sophisticated investments and services for our clients

Experienced Team

Our team has more than 250 years of combined experience and works as a team to serve you. This approach ensures that there is always someone available to serve you today and for generations to come. Learn More >


You are provided with recommendations based solely on what is most suitable to your situation. That is because we are an independent firm, which means we operate free from the pressure to promote proprietary products.


Our team focuses on retirement income planning and inter-generational wealth transfers. This focus gives us a thorough understanding of the challenges you face as you plan for the future and the array of available solutions

Raymond James Financial Services

Securities are offered through Raymond James Financial Services, Inc. Our affiliation provides us access to a wide range of resources and the 3,500-plus associates at the firm’s international headquarters. Raymond James is a member of the Fortune 1000, with total client assets (3/19) of $796 billion. Learn More >

Clear Vision

While investments, markets and technology may change, our vision has remained consistent since our founding in 1990. Our vision is simply to make people’s lives better – our clients, our community and our team. We seek to simplify your life while enhancing your lifestyle.

Nationally recognized team

Our team continues to receive national recognition. Learn More >

We invite you to contact us today and begin experiencing a truly distinctive and personal level of service.