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Welcome to our office. Glad you've discovered us!

Please give us a call so we can get together when we're here, or remotely, if you'd prefer.

941.365.3435


By the way, we hope you're enjoying Sarasota's Main Street and downtown as much as we do.

your wealth

"Wealth is the ability to fully experience life."
– Henry David Thoreau

As you know, the very definition of wealth is hard to pin down. In our 40 years of helping clients, we’ve learned that it’s impossible to put a minimum number on what qualifies as wealthy.


That’s why we have no stated minimum investment from clients.

So, while the trend among big firms is to avoid serving all but the extremely wealthy—raising minimums while lowering service levels for those who don’t qualify—we’ll stick with what our clients actually want: respect. 




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