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Our team serves a diverse set of families in Southwest Florida and surrounding markets, as well as a select set of clients nationwide. We are most helpful with the following: – Tax efficient investment strategies – Portfolio construction – Retirement planning – Qualified business planning – Option exercise strategies for tech founders and employees As a firm, Edward Jones serves 7 million investors in the U.S. and Canada, with over $1.3 trillion in assets under management. Clients with over $2 million in investable assets are also teamed with our Client Consultation Group strategists to develop a tailored wealth strategy. This service can be introduced prior to making the decision to partner with Edward Jones.

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