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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More

Meet Our Team

Morris Nutt

Morris Nutt

CEO, Wealth Management Consultant, Raymond James

Douglas Davenport

C. Douglas Davenport

Chief Investment Officer

Rhonda Gorton

Rhonda Gorton

Administrative Liaison

Timeri Martinez

Timeri Martinez

Administrative Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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