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
SECURE Act removes the stretch inherited IRA
Passed in December 2019, the SECURE Act marks the first major retirement income overhaul in more than a decade — and, so far, it’s kept financial advisors like myself busy fielding questions about changes, new challenges and concernsread more
How the SECURE Act impacts your retirement savings
I come bearing good news for the new year: The SECURE Act of 2019, a retirement savings reform bill, was signed into law last month. SECURE, a clever acronym for Setting Every Community Up for Retirement Enhancement, expands access to tax-advantaged retirement savings accounts, and, ultimately, it aims to help Americans save for a secure retirement. While I could spend an entire article listing all of its provisions, I’d rather focus on just a few areas that may impact those of you at or near retirement.read more