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
Divorce and Social Security benefits
One of the darkest (but funniest) movies I’ve seen about divorce is “The War of the Roses.” My favorite line is when Michael Douglas’ character asks Kathleen Turner why she’s seeking a divorce and she responds, in that sultry voice: “Because. When I watch you eat, when I see you asleep, when I look at you lately, I just want to smash your face in.”read more
Before You Buy: Things to Consider About Hot New Stocks (Video)
Have I got a hot new stock tip for you! Alright. I’m kidding. (Kind of.) But if that first sentence caught your eye, then I bet something else has captured your attention, too. Recently, a flurry of new companies hit the public markets for the first ti …read more