Customized Strategies for business owners and entrepreneurs

You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.

We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.

Services Include:
Investment Banking Partnerships
Tax Mitigation
Estate/Multi-generational Planning
Comprehensive Financial/Retirement Planning
Portfolio Construction/Investment Management
Alternative Investments
Charitable Giving
Cash Management/Lending Solutions
Qualified Small Business Stock

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.