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What We Offer

Investment Management Services

Focus On Your Financial Goals

Once a foundation has been set, we will turn our attention to your investments. Our team will help ensure your money is being allocated effectively and works in line with the goals you wish to achieve.

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We take an objective-based approach so that portfolio construction is carefully selected and tested to pursue real-life investment objectives. We seek to design strategies to achieve your goals from wealth accumulation to income distribution during retirement.

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We believe that investors can have a successful investment experience without having to outguess the market. We leverage several industry resources when designing our disciplined investment strategies. 

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For clients in their retirement phase, portfolios designed to meet income needs and while seeking to preserve principal.

HOW WE CAN HELP

Decide What Matters Most And
Establish A Plan For Your Financial Future

What's Included?

The Investment Focus

Regain alignment of your investments with your goals, values, and time horizons. We'll evaluate your personal risk tolerance, time horizons, current risk exposure, efficient frontier testing, and portfolio construction to help ensure that your investments align with your goals.



The Custom Wealth Inspection

We meet regularly to reflect, review, and discuss your plans. In order to best serve you and your family, the Custom Wealth Architect  provides dynamic and relevant financial strategies designed to evolve with your changing needs and goals.

  • Annual schedule of events
  • Vaulting of Important documents
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment
  • Legacy Plan review

 

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

Investment Resources

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Change Your Financial Future

Discover how Custom Wealth Strategies helps to empower you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology that enables smarter investing, effective saving, and intelligent......

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Get Retirement Ready

Learn how you can get the most out of your retirement. 

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Strive to Reach Financial Independence

The vision has been set, the plan is in place, the implementation begins and the guardrails have been installed. Our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own but rather have an overarching financial plan and a team that holds everybody accountable. Most of all they feel liberated with the clarity and focus of their financial life allowing them to be able to enjoy their life the way they truly want to.

Establish your wealth management plan

Explore All Of Our Services

Feel confident knowing all pieces of your finances are tied together

Estate Planning

Start evaluating the bigger picture

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Focus on your financial goals

Focus on your financial goals

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Tax Planning

Focus on tax mitigation

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The Financial Independence Focus

Overarching Comprehensive Financial Plan

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