General Info

We LOVE our clients and treat them as family-we not only operate in our clients' best interests, but also genuinely delight in their personal and professional success. We EMPATHIZE-we go out of our way for you when it matters most. We actively THINK... and take pride in thoughtful deliberation, research and ideas surrounding complicated topics. As an independent firm, we maintain ACCESS to world class resources to HNW and UHNW clients through both Raymond James as custodian and M Holdings Securities, Inc as broker dealer, each bringing complementary products/services for discriminating business owners. We are not cookie cutter and delight in crafting/implementing plans unique to each client. We GIVE generously to make community better place.