Who We Serve

While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a distinctive perspective and provide advice that is more catered to each of their needs.

Executive Services

Executive and business owners carry immense demands on their valuable time and resources. Trusted and reliable partners are a critical component to their success in both their professional and personal life. A keen focus on attention to detail is an absolute, in all matters.

We understand and appreciate the needs you require from our team. Multifaceted situations, such as deferred compensation, equity awards, and private asset or business sales, carry unique complexities from taxes to proper risk mitigation. A lack of thorough planning can lead to missed opportunities or unnecessary and/or significant tax liabilities.

Experience and capabilities matter

Experience and capabilities matter– period. Our team, alongside the Raymond James Corporate & Executive Services Group, has decades of experience in serving executive and private business owner families.

10b5-1 Sales Plan Design and Execution
Rule 144 Sales
Tax Mitigation Strategies
Stock Option Exercise and Sale
Restricted Stock Sales
Cash Flow Analysis
Concentration Solutions
Generational Wealth Transfer
Estate and Trust Planning Strategies

Women and Wealth

Whether you are setting records swimming across the Straits of Florida, running a business, or managing the day to day chaos of life; one thing is for certain, women are strong, women are courageous and women are not afraid of failure. A woman’s resilience speaks to authenticity and her power to push forward.

…it is a fire for life and an inherent optimism that drives people to persevere.”
- Diana Nyad - famed endurance swimmer.

Focused on

Serving women investors

Our practice, from day one, focused on serving women investors with an appreciation and admiration of the sacrifices women make throughout their lives. We witness the simultaneous managing of a career and family, the caring for parents or even a spouse, we believe it’s that resilience that is a credit to your success.

Your life experiences have made you who you are today. Our team serves as a sounding board, collaborating to create and maintain a tailored financial strategy that can help you plan for more – more control, more possibility, and more of what matters most to you.

Young Professionals

Our Young Professionals Network is the perfect solution. Created after countless conversations with 30, 40, and 50 something's, sharing their frustrations regarding limited advice options – a toll free number to their employer’s 401k provider, a local banker selling unneeded products, or apps with a robot.

We knew we could offer more to this underserviced professional segment. You are at a stage in life when it is critical to make informed financial decisions.

For a one-time cost, our CERTIFIED FINANCIAL PLANNER® professionals will create a robust and fully customized financial plan, helping to answer your questions and create a personalized guide to secure your family’s financial future.

In addition, annual reviews are available, as well as ongoing 401(k) advice.

Ever struggled with these questions?

Am I saving enough in my 401(k) and do the investments I selected align with my goals?
Should I participate in my company’s deferred compensation plan?
Do I need a will or trust and how much insurance do I really need?
I have heard about different mortgage options, should I consider something other than a traditional 30 year?
What are the best options for college savings for my children?
Who should I speak with about this?

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