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professional referrals

Success is a Team Effort

Our financial lives—just like our everyday lives—can get complicated. Managing the many different moving parts may require the input and expertise of several different professionals.

Our practice specializes in investment management and financial planning, but we regularly rely on a trusted network of tax accountants, estate attorneys and others—including the talented pool of professionals at Raymond James—to help address questions we can't answer or provide counsel on financial issues we don't cover. We are always happy to make a referral.

In addition, we are also always happy to work with your professional partners to provide our perspective and help ensure the seamless execution of your financial plan and investments.