Wealth Management

"Quality is never an accident; it is always the result of high intention, sincere effort,

intelligent direction and skillful execution; it represents the wise choice of many alternatives."  - William A. Foster

 

CONTACT US:

CONTACT US

2941 Kerry Forest Parkway

Tallahassee, FL  32309

Phone: (850) 894-7526

Fax: (850) 894-7363

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2941 Kerry Forest Parkway

Tallahassee, FL  32309

Phone: (850) 894-7526

Fax: (850) 894-7363

​

 

Wealth Management

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DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where the company is properly registered or excluded or exempted from registration requirements. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past performances may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by the advisor), or product made reference to directly or indirectly on the web-site, or indirectly via link to any unaffiliated third-party web-site, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this web-site serves as receipt of, or substitute for personalized individual advice from the advisor or any other investment professional. Historical performance results for individual investment indexes and/or categories generally do not reflect the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.