By design we are a fiduciary wealth management firm, which is more than just a slogan, it’s our legal and ethical standard. We are legally obligated to act in your best interest. Always. Period. As a fiduciary wealth management firm located in Panama City we also serve the following areas: Panama City, Lynn Haven, Port St. Joe, Mexico Beach, Destin, Fort Walton, Tallahassee, Tampa, St. Petersburg, in addition to clients residing in other states.
Our goal is to serve as an independent and trusted fiduciary advisor to you and your family for decades and generations to come. Our commitment to you is that we will be available anytime you need. Our clients come from all walks of life. They are business owners and entrepreneurs, public servants and professionals across many industries and professions. The single factor that unites them? An appreciation for living intentionally and investing with reason.
They appreciate the value of having a long term relationship with a trusted advisor to address their needs and those of their family. As such, we engage in a detailed discovery process to help ensure new clients are a good fit for us and we are a proper fit for them.
Our clients often send other family members to meet us. We understand it is important to know your friends and family members are in good financial hands. That’s why we waive our account minimums to provide them with the same level of service that you have come to expect from us.
They focus on the future, always considering the bigger picture when making financial decisions. Because their assets have a purpose, they invest wisely and seek independent counsel from wealth management professionals to guide them in a proactive and supportive manner.