Services We Provide
Investment Management
Asset allocation, asset location and portfolio construction based on best practices from our 50+ years of experience in markets, business cycles, and tax-efficient planning.
Foundational and strategic financial and estate planning to support your current and long-term goals while seeking to minimize potential gift and estate taxes.
Strategic Planning
Equity Based Compensation
Customized planning with Qualified Small Business Stock (QSBS), restricted stock, and compensatory stock options including early exercise and special elections.
Tax/Business Planning
Investing for the future is not only about how much you earn but how much you keep. We have extensive knowledge and experience in tax-aware planning and structuring for both businesses and individuals. We can provide small businesses with advice and planning regarding formation and reorganization as well as pre- and post-transaction tax planning strategies for both the business and its employees.
A comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals. We can facilitate the implementation of additional personalized strategies including residential and commercial mortgages, securities based lines of credit, structured lending, and connections to investment banking professionals.
Financing and Lending Solutions
Leading/Guiding
We coordinate all efforts and oversee (shepherd) implementation through execution. We also provide ongoing counsel and make adjustments to the plan "as life happens.”
**Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a qualified Raymond James Bank employee for your residential mortgage needs.