Distinctions that make up our difference
We believe there are several factors that set us apart from the typical financial group, differences that make for an uncommon client experience – and have allowed us to evolve into a practice that can meet your needs.
WE UNDERSTAND THE COMPLEXITIES THAT COME WITH MULTIGENERATIONAL WEALTH SUCH AS YOURS.
Experience has taught us that there are many intricacies and complexities that often accompany multigenerational wealth – including estate and trust issues, tax mitigation matters, corporate benefits planning, charitable giving strategies and more. We are focused on preserving your wealth and your family’s way of life.
WE HAVE A CLEAR UNDERSTANDING OF HOW WE WILL MANAGE YOUR WEALTH FOR GENERATIONS TO COME.
This enables us to provide a clear strategy for carefully managing and preserving wealth for your future and your family. Our 100 Year Wealth Plan is purposely designed to create a legacy for generations to come.
WE ARE CAPABLE OF HELPING TO MAKE YOUR LIFE SIMPLER WITH THE SERVICES WE PROVIDE.
We provide comprehensive financial planning that addresses every aspect of your life and offers a recommendation tailored to each individual situation. Our thorough approach helps to ensure that we are developing an effective plan designed to fully address all pertinent financial matters.
WE PROVIDE A QUALITY CLIENT EXPERIENCE.
We get to know you so well that we can anticipate concerns or issues that may arise, and can be proactive in reaching out to you to touch base. Our clients will never feel like they haven’t heard from their advisor in a while.
WE HAVE INDUSTRY EXPERIENCE & PROFESSIONAL CREDENTIALS.
Craig Decker has more than 20 years of wealth planning experience. He is a Certified Private Wealth Advisor®, Certified Exit Planning AdvisorSM, Accredited Investment Fiduciary® and Accredited Wealth Management AdvisorSM.
WE HAVE THE RESOURCES OF ALEX. BROWN AND RAYMOND JAMES.
As the nation’s first investment bank, Alex. Brown, a division of Raymond James, has a proud and prestigious background, with a breadth of professionals positioned to manage the many unique aspects of our clients’ important financial matters. Raymond James is one of the largest independent financial services firms in America, giving us access to its robust resources and sophisticated products, while never compromising our ability to focus on what’s most important – offering objective advice and putting your best interests first.