Clarity. Insight. Partnership

Your financial goals, aspirations and investment needs are unique and your financial plan should reflect that. Rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of services, support and guidance that make the most sense for you. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you and your family.

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.

Business Planning

Longevity Planning

Portfolio Management

Estate, Strategic Charitable Giving, & Trust

Financial Planning

Retirement Planning

Get to know Our Team

David Goodridge Bio Image
David Goodridge, MSc.A, CFA
Senior Portfolio Manager, Private Client Group
Roman Ivantchenko Bio Image
Roman Ivantchenko, CFA
Associate Portfolio Manager
Patricia Di Bello Bio Image
Patricia Di Bello
Assistant
Katia Di Perna Bio Image
Katia Di Perna
Assistant

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.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

Information & insight

Insights and Strategies

12/01/2023
As we enter the final month of 2023, it seems that the recessions that we have been waiting for might finally arrive.
Markets & Investing

Mastering Financial Management

11/24/2023
Managing your finances is crucial in today's economic landscape for everyone seeking to achieve financial stability.
Life Events, Lifestyle & Technology

Advance Care Planning

11/23/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning

How to Protect Yourself from Phone, Voicemail, and Text Scams

11/21/2023
Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.
Life Events, Lifestyle & Technology

Update from Fixed Income Trading Desk

11/17/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

Assessing Your Debt

11/15/2023
Debt is something that we all have to deal with at some point in our lives.
Life Events, Lifestyle & Technology
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