In 2004, we were established as a brokerage dealer's branch. We saw the Financial Crisis of 2008 approaching and decided to break away from the broker-dealer to create a fiduciary fee-only Registered Investment Advisor firm (RIA). This firm is not affiliated with Wall Street. It will only serve our client's best interests. Fidelity was our custodian for the client's investments and safekeeping. We were able to register directly with SEC. We wanted to offer a more cost-effective alternative to conflicts of interest, abuses, and poor service we saw at retail and Wall Street financial institutions. We strive to become the most trusted financial advisor in Jacksonville, Ponte Vedra, for those clients that desire holistic wealth management. This is done by an experienced team of financial professionals who are concerned about their individual needs. Private Wealth Management is an ongoing, comprehensive effort to increase your wealth for the future. This management focuses on your objectives and your values. It requires the collaboration of highly-trained professionals to reach your goals.