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
10 retirement milestones you should know
If you’re between the ages of 50 and 70½, and one of your New Year’s resolutions is to do a better job of planning for your financial future, then this column is for you. If you’re not quite there, age-wise, this is still for you; with healthy living — sprinkled with a dash of luck — you’ll reach these important milestones for making key financial choicesread more
Investing advice: Using cash to protect against stock market volatility
Stock market volatility is never fun. It puts many of us on edge. Retirees withdrawing from investments may find the market’s inevitable bumpy periods especially difficult to manage.read more