Business Owners
Building a successful business is challenging. Unwinding from that business may be even harder. A transition done right takes time.
Loading planner profile...
My Approach
We serve multi-generational clients with a variety of backgrounds while tailoring our services to each generation based on those issues most relevant to them.
The Clients I Serve
Executives
It is natural to believe in a company where we've had success and grown wealth. Diversifying away from too much company stock should be done but it takes a thoughtful approach that includes tax and other considerations.
Also: Philanthropists, Physicians & Healthcare, Pre-Retiree, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I lead a team of professionals in guiding affluent families to align their financial resources with their goals, values and important relationships. Our process begins with building a complete profile based on exploration of relevant issues. We help those we serve by identifying and prioritizing gaps in planning and work with their team of advisors toward implementation.
Disclosures
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Metis Wealth Advisory Group is not a registered broker dealer and is independent of Raymond James Financial Services.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.