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Our Process

Our Process

We understand that your family’s needs are as unique as you are. Our CAS team offers you an expansive range of personalized services that can address every facet of your full financial picture - from tax considerations and cash flow management to charitable giving and legacy planning.

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Our Philosophy

Our Philosophy

Our core values and guiding principles serve as the bedrock for every relationship we share with our client families. As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness.

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Cultivated For You

Is your Family’s Financial Future Secure? 

For more than 35 years, we have empowered our client families to simplify and organize their full financial picture. Our experience in navigating the complexities of family dynamics and financial management can be a winning combination for building a strong foundation throughout your retirement and for your children and grandchildren.

With the best interests of your family at heart, we serve as your guiding light and financial advocate - today, tomorrow, and for generations to come. 

Your Family’s Best Interests at Heart.

Discover an array of services for all your financial needs.

As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness.

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Our CAS team offers you an expansive range of personalized services that can address every facet of your full financial picture.

Learn more

An experienced team of financial professionals to assist you though all walks of life. 

Florida Team

In-house video production from our team to help you better understand your financial options.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Countering Counterfeit Currency</p>

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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<p>The Economic Journey of Your Morning Coffee</p>

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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