Wealth Management Services

We are North Florida’s Wealth Management experts. We help families maximize their wealth through smart financial planning and investment management.

To us, wealth management is more than just investments. It’s getting to know you, your hopes and your dreams. It’s developing a comprehensive financial plan that takes into consideration all of your goals and then taking action that will lead to your success. From growing your wealth, to making sure you don’t run out, to leaving a legacy, our consultative process is how we build lasting relationships with our clients. Together we discuss investment strategy, tax mitigation, asset protection, wealth transfer and charitable planning to help you make smart decisions and avoid costly mistakes.

Our wealth management experts work with your other professional advisors in the areas of tax and estate planning to make sure we’re all on the same page when it comes to your goals. As a result, our clients enjoy the confidence that comes from having a personal CFO overseeing the progress toward their goals.

The relationships we form with our clients are truly unique. We’re more than advisors, we’re partners.

We serve a select group of clients offering investment management, retirement planning, income tax planning, wealth preservation and charitable planning.

As independent fee-based financial advisors, we have only one employer – you. The advice we provide is objective and always places your interests above our own.

Please click a link below to learn more about our services.


→ Investment Management

Too often, investment managers focus solely on performance. Our approach to investment management instead focuses on defining your objectives and setting realistic expectations for your investment returns based on your specific needs and goals. The result? Clarity, simplicity, and most importantly, the opportunity to achieve your planning objectives. Learn More.


→ Retirement Planning

Retirement planning is not a one-time event, but a dynamic process that blends art and science to adjust to changing market conditions and changing client objectives over time. The dynamic approach provides clients with the peace of mind and confidence they desire to achieve their lifetime goals. Learn More.


→ Income Tax Planning

You’ve worked hard to build a comfortable lifestyle for your family. It’s important to take the right steps to protect your assets and minimize your taxes. By working closely with tax professionals, we provide a coordinated approach to help clients minimize their tax burden and maximize their after tax income. Learn More.


→ Wealth Preservation & Protection

A primary goal of every client is to keep the wealth they have accumulated. By developing asset protection and wealth preservation strategies, clients can be confident of achieving their goals, which may include a successful retirement lifestyle and/or generational wealth transfer to heirs. Learn More.


→ Charitable Planning

Whether your interest is a passion for a particular cause or a need for tax or estate planning, charitable giving can be a valuable element of wealth management planning. Regardless of your motivations for giving, we can assist you throughout the process. Learn More.