Money where it belongs

We help individuals who have saved, invested and accumulated financial assets take the final step that maximizes the fruits of their efforts – we help them put money in its place.

This means organizing their financial life by creating a structure so that all the individual pieces fit tightly together. It begins with a rational look at today and then, piece by piece, building a realistic assessment of what can be accomplished tomorrow. Confidence comes through doing all you can with what you have, having a vision for tomorrow and having a plan for life’s surprises along the way.

We are an experienced and trusted partner dedicated to helping a select number of investors put money in its place. For those, we are a calm voice of reason in a confusing and complicated world.

Get acquainted with who we are, where we work and what we do here from our office in beautiful Walnut Creek, California. Meet the team

Our philosophy

A brief summary of the core beliefs that guide us and provide direction when working with our clients each day.

Our approach

A process designed to uncover and address both the needs you anticipate and those you may not have considered.

Our clients

We work with families and individuals across the country from all walks of life who seek our trusted financial guidance.

Thoughts Unconstrained

Monthly blog articles infusing our observations and anecdotes with financial wisdom.

Tracks

Tracks

June 2024

This January, for the first time, balances in index funds exceed the balances in actively managed funds.* I view this as positive for reasons that will become more understandable after this story…
Markets & Investing
Changed Conditions Ahead

Changed Conditions Ahead

May 2024

I have never been asked to name my favorite highway sign but, if I were, it would be the one Courtney and I saw for the first time a few weeks ago, ‘Changed Conditions Ahead’. Whoever came up with that should ask for a raise. How brilliant the warning to be on alert because the path ahead may not be as you expect, how appropriate the message for investors today.
Markets & Investing
Hitting the Green

Hitting the Green

April 2024

In the Spring of each year, Courtney and I plan a week or two in Palm Desert, California. Our firm’s great technology allows us to work in the morning and, in the afternoon, enjoy the sunshine and a few rounds of golf. There is just something special about seeing rain in the forecast at home while we enjoy clear skies and 85 degrees.
Markets & Investing

Webinar replay - Summer of split decisions

06/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing

GSTs leapfrog a generation to offer estate tax advantages

Generation-skipping trusts (GSTs) can provide certain protections and benefits that other trusts don’t.
Estate & Giving

Personal consumption expenditure – An inflation measure

06/10/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Markets watching for when the Fed easing cycle will begin

06/07/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Welcome to economic decision making: Which way is north?

06/07/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Money is in its place when financial concerns take a back seat to passions, family and friends.
Nathan Clakley

Partners in your plan

Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use