Independence And Objectivity For Your Financial Future

As an independent practice, we have the freedom to put your best interests first as we design custom financial plans and portfolios based on your goals and needs. Our team-based approach combines the specialized knowledge of individual advisors to provide you with comprehensive wealth management. We’re here to help with your entire financial picture, building relationships for the long term.

Our team has partnered with Raymond James, whose pioneering client-first philosophy aligns with ours. Its support and resources provide us with the tools to serve even the most complex financial situations.

This translates to a professional approach to wealth management that is custom-tailored to each client’s distinct situation.

“Knowing is not enough; we must apply. Willing is not enough; we must do.”
Johann von Goethe

A Trusting Partner Standing Sentry

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

 Legal Disclosures  |  Privacy Policy  |  Terms of Use

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.