Our Why
“We’re in the business of helping people.”
It’s a simple phrase, but one that has guided us for more than 45 years. In that time, we have helped individuals, families, and business owners navigate complex financial decisions with clarity, confidence, and purpose.
We believe financial guidance should be personal. It should be built on trust, rooted in expertise, and tailored to your unique goals. That means understanding not just your balance sheet but also your long-term vision, your values, and the legacy you want to build.
Our experience spans market cycles, tax landscapes, and estate transitions. We bring that depth of knowledge to every conversation. We combine proven strategies with today’s most advanced planning tools to help you grow, protect, and transfer your wealth efficiently and intentionally.
You deserve a partner who sees the full picture. Someone who listens closely, thinks strategically, and acts in your best interest every step of the way. That is who we are. That is what we do.
Our Values
Integrity
“We do what’s right, every time,
no matter who’s watching.”
Integrity is the heart of how we operate. It means standing by strong moral principles, keeping our word, and making choices that build lasting trust. You can count on us to follow through, keep our commitments, and create a clear, dependable path forward.
Communication
“We listen. We explain.
We stay connected.”
Strong relationships start with great communication. We make it a priority to really hear you, explain things clearly, and keep you in the loop at every step. We want you to feel supported, understood, and never out of the loop.
Honesty
“Transparent, truthful,
and straightforward.”
We believe in open, honest communication. Whether it's sharing good news or having a tough conversation, we’ll always be upfront with you. We know that clear, accurate information helps you make confident, informed decisions about your future.
Integration
“A unified approach for your complete peace of mind.”
Integrity is the heart of how we operate. It means standing by strong moral principles, keeping our word, and making choices that build lasting trust. You can count on us to follow through, act with your interests in mind, and create a clear, dependable path forward.
Dedication
“We’re in it for the long haul, with you.”
Your goals matter to us. We’re committed to serving you with care, consistency, and excellence. No matter what the journey looks like, we’re right there with you, invested in your long-term success.
Our Location
2639 Fruitville Road, Suite 200
Sarasota, FL 34237
Operational Hours
Monday–Thursday, 9–5
and Fridays, 9–4
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/