Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to maximize your legacy for the next generation, we provide you with the blueprint for achieving Economic Freedom™.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
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Jacksonville Offices Fast Facts & Specialties
- Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
- Deep experience with: Advising doctors, nurses, and executives at Mayo Clinic, Baptist Health, and other Northeast Florida hospitals.
- Executive compensation packages: We have a deep understanding of the RSUs, stock options, and concentrated stock positions at Jacksonville-based companies such as Johnson & Johnson, CSX, and Landstar Systems.
Meet Our Talented Advisors
Our team is deeply embedded in the Jacksonville community and specializes in areas relevant to local residents.