A Personal Approach to private wealth

Powerful enough to serve anyone, personal enough to serve you.

Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.

Anyone who achieves a certain level of success knows that there are two sides to significant wealth. Its privileges are matched by its challenges, its conveniences by its complexities. Finding the right professionals – the right partners – is essential to rising to the demands of your unique circumstances. You need a firm that coordinates the insights and efforts of a multidisciplinary team of wealth specialists. A firm with the ability to put far-reaching capabilities to work for you. To help you develop and implement a wealth strategy worthy of your position, we offer a menu of services and elevated support from dedicated professionals across the country, backed by the strength of Raymond James.

“Anchored in powerful capabilities and enriched by thoughtfully curated opportunities, our private wealth offering is distinguished by a profoundly personal touch that elevates every experience – guiding financial strategy into a journey of purpose, vision and long-term impact.” Paul Shoukry, CEO

Financial guidance for life…

The right advice can help you stay on track and keep your financial goals in focus. Knowing your goals is the first step to understanding how to pursue them. And knowing where you want to go helps you make thoughtful decisions when life presents other paths. This is the essence of a financial plan, a framework to align your resources with your objectives. As you create your plan and work toward your goals, it is critical to understand the potential pitfalls and complex situations you may face. Financial matters including income, assets, investments, daily expenses, preparation for unexpected events and your long-term aspirations will need to be balanced and rebalanced as your priorities shift. This is where we believe a diligent, professional partner committed to your well-being can make the difference.

A view from above…

Rather than focusing solely on assets and investments, a financial plan takes a broader look at your circumstances and forecasts potential future outcomes as they relate to your goals. It can then weigh the effect of other decisions – like delaying a major purchase or adjusting savings rates – and other possibilities, such as a long-term illness or an addition to the family.