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.

Sincerely,

Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Raymond James Ltd

Get to know Our Team

Chad Woolsey Bio Image
Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Mike Reimer Bio Image
Mike Reimer, B.Comm., CFP®, CIM®
Associate Financial Advisor
Terry McBride Bio Image
Terry McBride, B.Comm., EPC, DFA, MFA-P, CEA, CLU®, CFP®
Tax & Estate Planning
Tammie Atchison Bio Image
Tammie Atchison, CEA
Senior Financial Advisor Assistant

Information & insight

Transferring the family business and estate planning

05/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning

Pay Off Debt with a Plan in Mind

05/16/2023
Strategies for minimizing interest payments and eliminating debt.
Life Events, Lifestyle & Technology

Ten Common Scams and How to Avoid Them

05/16/2023
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology

Financial Planning Myths

05/03/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning

Insights and Strategies

05/01/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing

Asset Allocation Quarterly

04/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing
Background Rotating Sphere Pattern

STRUCTURED Process

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.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

COMPREHENSIVE PLANNING

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.

Investment Strategies

 

Longevity Planning

 

Education Planning

 

Portfolio Management

 

Financial Planning

 

Retirement Planning

 
The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes