General Info

Serving clients throughout the United States, our team currently manages assets totaling more than $100 million. Our approach to wealth management is both personal and holistic. We integrate advanced investment strategies with the financial goals, charitable interests and social concerns unique to each client.At the same time, we draw on the vast technological and informational resources of Raymond James, one of the nation's leading financial services companies. The result is a visionary financial plan that is both comprehensive in scope and as distinctive as a fingerprint.