SMALL, PERSONAL SOPHISTICATED

While there is a large universe of wealth advisors and money managers you can engage with, we have every expectation that you will not meet another team who can offer the depth and breadth of specialized knowledge and services we do. As senior wealth managers, we have far-reaching experience in all critical phases of liquidity planning, as well as investment management, investment banking, trust services, estate planning, lending solutions and relocation to low-tax states. When you work with us, you have access to the actual portfolio-level decision makers, allowing you to avoid unnecessary layers of people and fees.

There are other important components of our team as well, including Alex. Brown, America’s first investment bank with a heritage of trusted experience spanning two centuries; and Raymond James, one of the largest independent financial services firms in the country.

From its inception, the partnership between Alex. Brown and Raymond James has been about offering clients the best of both firms – coupling the heritage and ingenuity of a highly regarded boutique with the far-reaching capabilities and unparalleled support of one of the largest wealth management firms in the United States.

Together, it helps us apply well-rounded guidance to even the most complex financial needs.