Our Firm

We are the only full-service financial services firm on Longboat Key. We have been working with individuals and businesses in the area for decades.  We live, work, and invest in the Island Communities, and are uniquely qualified to help you manage your assets so that you may continue to enjoy living the Island lifestyle.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Longboat Key Financial Clients Bill of Rights:

We strongly believe all clients have a right to:

  •     Courteous service
  •     A trustworthy and competent financial advisor
  •     Suitable recommendations
  •     Timely transactions at the best available prices
  •     Full disclosure of costs and risks
  •     Clear communications
  •     Comprehensive statements and trade confirmations
  •     Prompt error and complaint resolution
  •     Strict confidentiality