Integrity. Trust is at the center of all our relationships. We seek our clients’ trust by acting with integrity in all our dealings with them. We subject all investment, lending and insurance strategies to competitive reviews.

Service. Increased wealth is often accompanied by increased complications. Clients look to us to simplify, organize, and streamline their financial lives. We assist clients with all aspects of their finances. We are able to handle all investment, banking, and insurance matters. We also provide advice on family dynamics, consolidated monitoring on all assets, liabilities, income and expenses regardless of where they are held or generated*.

*Services not offered through Raymond James Financial Services.

Excellence. Each member of our team is dedicated to excellence and constant improvement. We know that our success is dependent on the success and satisfaction of our clients. We limit the number of families we serve to around fifty and work to maintain a ratio of a dozen or so clients per team member. We also limit the number of new clients we take each year.

Privacy. We understand the need for privacy and security. Given our clients’ wealth, we implement exceptional safeguards to assure a secure and confidential environment.