we’ll grow with you.
We know that how you manage your assets shouldn’t be isolated from how you manage your life. The ideals you value, the dreams you pursue, the lessons you hope to pass on to your kids are all as important to a successful investment program as any spreadsheet, any chart, any data.
an inclusive process
If we’re going to do the best possible job for you, we need to learn who you are. What excites and motivates you? What are your fears? Where do you want to go and who is on this journey with you? This deep discovery will allow us to focus our efforts on what is meaningful to you.
Striking a Balance
Almost all of our everyday activities involve striking a balance. Balancing flavor with calories, horsepower with mileage, career with family life. Everything, it seems, comes down to tempering one impulse with another. And wealth management is certainly no exception. Where is your own comfort point between return and risk?
Intimacy and Influence
We take a lot of care to make sure our clients feel comfortable and relaxed. Our office is homey, and our interactions conversational and jargon-free. But behind the quiet kitchen-table familiarity is the power of our access to Raymond James. From our tidy bungalow on Merrimon Avenue, you’ll be plugged into the resources and insights of a global leader.
in the news
Financial tips for the twenty-somethings in your life
Recently, I spoke with a 27-year-old who works at a local manufacturing company. Our office helps to manage his employer’s 401(k) plan, and, on this particular occasion, he called to discuss a recent case of FOMO, or the “fear of missing out.” He expre …read more
Why you should consider giving to charities from your IRA
$27,800: That’s the standard deduction in 2021 for a married couple, both over age 65, filing jointly. Because that number is so high this year, most folks are no longer able to itemize their charitable contributions. If you’re like most people I know, …read more