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Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in the following years as a Best-in-State Wealth Management Team.

  • 2023
  • 2024
  • 2025

Proud to work with nationally recognized teammates

As a wealth management team, it is gratifying to have multiple team members, recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards. 

David Henwood

  • Forbes Best-In-State Wealth Advisor - 2023, 2024, and 2025 

Miles Green

  • Forbes Best-In-State Wealth Advisor - 2024 and 2025

Let us help you grow more than wealth

We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted professional to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $1 billion. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.

Vision statement

For all of our clients to have financial peace of mind.

Our mission

Our team’s mission is to provide our clients with financial peace of mind by working with them to create a customized plan to achieve their goals. Our process and ongoing review assures that the plan stays on track. We focus on advising affluent families and institutions on all areas of wealth management including high quality, tax considerate, asset management tailored to each client’s goals and risk tolerances, retirement and legacy planning, protection strategies and liquidity needs. We strive to build long term relationships with our clients and their families based on trust, integrity and exceptional client service. 

Our value statement 

With over 90 combined years in the business, advanced degrees, CFA designations and the backing of a world class firm, our team has the knowledge base and support to ensure you and your family stays on track to achieve your goals for your life and future generations. We are unique in our investment management as we are the investment managers, building customized portfolios for you using individual stocks and bonds. This allows us to truly know and monitor exactly what you own. We charge one transparent fee that covers all the services we provide. We act with integrity in everything we do to build trust and long term relationships with our clients and their families and strive to always maintain a high level of excellence.

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Social Media

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We are proud to continue our sponsorship of the St. Petersburg College Scholarship Luncheon and meet the deserving recipients. Their inspiring stories shared at the luncheon embody resilience and determination. We are honored to support their educational journeys and witness the impact firsthand! #StPetersburgCollege #25thAnnual #AppreciationLuncheon

We are proud to support the incredible work of Salvador Dali and the Dali Museum through the Los Vinos de Dali and Sip through Spain event! A special thank you to everyone at the Dali Museum and to our amazing clients or making it a wonderful experience! #RBCWealthManagement #TheDaliMuseum

Around 9.7 million student loan borrowers became past due on their bills when the payments resumed after the Covid-era payment pause, the Fed estimates....

Over 9 million student loan borrowers past due after bills restarted, Fed estimates

Around 9.7 million student loan borrowers became past due on their bills when the payments resumed after the Covid-era payment pause.

Read More

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »