A personalized approach to managing wealth
Consistent wealth management results come from a written financial plan combined with a high quality, tax-efficient portfolio.
Our philosophy goes beyond the primary objectives of preservation of principal, generation of income and capital appreciation.
While there is no doubt that these are important objectives, our exemplary service and personalized planning provide even more – peace of mind.
We believe in diversification as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients an extensive array of investment alternatives and services.
This website will help you understand the breadth and depth of our offering. Most important, we commit to understanding your complete financial picture and will access all our resources to customize a wealth management solution for you and your family.
We look forward to the opportunity to earn your business and respect.
Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Raymond James Ltd
Information & insight
Planning for the Administration of Your Estate
Chief Economist Eugenio Alemán’s outlook for 2024
Estate Planning for Beneficiaries with Disabilities
Estate Planning for Blended Families
Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.