CALL US AT (904) 223-0510

WHAT WE DO...

We offer a variety of services to our clients including

TAX PLANNING
Analyze how taxes will affect your nest egg between now and your retirement.
WEALTH MANAGEMENT

Evaluate and assess your unique financial situation and make recommendations that are in your best interest while doing so with integrity and transparency.

ESTATE PLANNING

Strategic estate planning to create the best legacy for those you love.

RETIREMENT PLANNING
The average life expectancy in the U.S. continues to rise and living longer means you will need more money to retire. The earlier you plan for retirement, the more time is on your side.
FIDUCIARY INVESTMENT MANAGEMENT

We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.

BUSINESS SOLUTIONS

Our advisers can help your organization meet it's specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan. 

LEARN MORE

Additionally, we can assist our clients with debt planning, cash flow management, budgeting, consolidated tax reporting, and coordination of services with CPAs, lawyers, insurance and other financial professionals.

FIDUCIARY LEADERSHIP

THE GOLD STANDARD OF MONEY MANAGEMENT

USING TECHNOLOGY TO PROVIDE CLARITY

Black Diamond, a software that we provide, allows our clients to have full transparency into the performance, fees, and transactions of their investment accounts.

MEET THE TEAM TO TAKE YOU THERE

Troy Davis

President

Ron Heymann

Executive Wealth Adviser

John Murphy

Investment Manager

Candice Lamb

Client Service Associate

Kirk McLeod

Vice President of Wealth Management

FIND US

4788 HODGES BLVD
SUITE 201
JACKSONVILLE, FL 32224

RING US

(904) 223-0510

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