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
October 2019 Letter to Clients
October 2019 Hope has bred change again and again. To be hopeless is to disregard history. – Ava DuVernay DuVernay is a filmmaker whose directorial work includes Selma, the criminal justice documentary 13th and Disney’s A Wrinkle in Time, which made he …read more
How to give to charities from your IRA
A recent article in Nonprofit Quarterly suggests that “smaller and midlevel donors are slowly but surely disappearing — across the board, among all organizations.” Taking their place are larger gifts from the extremely well off.read more