Our wealth advisors are experts at money management

Our team of professional wealth advisors are respected industry experts in money management and portfolio management.

Our money managers actively manage millions of dollars of investments and are trusted by our clients. Each client works directly with a money manager, who listens carefully to your vision for the future, then creates a personalized investment plan based on your specific needs.

We create our investment models “in-house” based on each client’s risk tolerance and interests. Clients deal with us directly at our Jacksonville, Florida office located in Ameris Tower, (or remotely on zoom or telephone if preferred) and receive the added benefit of protection from a national third-party custodian.

As part of our disciplined approach to investing, Our Investment Committee meets regularly to review, monitor, and adjust individual portfolios based on market shifts and trends.


Give us a call if you’re looking for a firm to work directly with you, your family or your business, to manage your money and financial portfolio. 

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I want a disciplined approach to investing!

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