We're excited to open an office in St. Petersburg with the addition of Decker, Harth, & Swavely from Merrill Lynch. We look forward to growing the office with additional advisors and employees who desire to work at a stable firm with a boutique culture.

Our Investment Strategy Group discusses the impact Fed policy has had on the banking sector and what to expect going forward.

The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.