An accountant, lawyer, and financial advisor walk into a bar.
We strive to deliver superior service, sound financial advice, and performance that aligns with the goals of the families, business owners, and institutions we serve.
.jpg)
We are a private wealth advisory practice aligned with Raymond James.
We offer over 75 years of combined wealth management experience. As a nimble team within one of the largest wealth managers, we provide the personalized service of a boutique firm backed by the extensive resources of a global investment leader.
* As of 6/30/2025
Private Wealth Services
Investment management
We provide a unified view of your complex holdings, combining our expertise with customized solutions. Every investment decision is designed to align with your financial goals, optimizing your wealth across diverse asset classes.
Private banking
Let us simplify the complexities of managing significant wealth with exclusive, comprehensive financial services tailored to your unique needs and lifestyle.
Financial & estate planning
Our advice is comprehensive. We work with experts to help optimize your wealth, minimize taxes, and secure your family's legacy for future generations.
Asset protection
Our strategies provide customized, comprehensive solutions to safeguard your wealth, helping to ensure your financial well-being is secure against unforeseen risks.
Family advisory
We empower your multi-generational family to foster clear communication, instill shared values, and prepare future generations to thoughtfully manage your collective wealth and legacy.
Charitable & philanthropy
Unlock the full potential of your generosity with our philanthropic services, designed to maximize your impact and connect you with a global community of like-minded givers.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation