LEGACIES THAT LAST FOR
LEGACIES THAT LAST FOR Generations

Comprehensive wealth planning built with your individual needs in mind.

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Rob Lyons

Rob Lyons, CFP®

Managing Partner & Financial Advisor

"Our client relationships are built on a foundation of trust, propelled by the knowledge it takes to succeed."
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KEVIN LYONS

PARTNER & FINANCIAL ADVISOR

“There is a powerful feeling in helping people achieve their financial goals…Knowing that you are a part of creating a lasting legacy is extremely fulfilling”
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Kevin Lyons
Kelly Morris

KELLY MORRIS

CLIENT RELATIONSHIP MANAGER

“The personal approach we take here makes all the difference. Our clients really are like family, and having this trusting relationship makes every success much more rewarding.”
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Investment Planning

“Building a legacy of wealth starts with good planning.”
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Family

Financial Planning

“Create a road map between where you are and where you would like to be.”
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Risk/Insurance Planning

“A realistic approach to risk management simplifies the planning process.”
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Fiduciary Trust Services

“Caring for your legacy is the highest priority.”
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The latest in your world
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Market Update: Is the Trend Changing?

It looks like trends are changing but what is the right investment strategy for prudent investors now? Watch our latest video to learn more.
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Interest Rate Headwinds

Video Transcript: Greetings from sunny Sarasota, Florida. Hard to believe we're coming down the home stretch for 2021. It's been a very eventful year and a profitable year for investors. Extremely low-interest rates have caused real estate values to shoot up quite dramatically in all regions of the US, and really in all major countries […]
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Market Update: Recovery...But Challenges Remain

The latest consumer confidence numbers are showing us that consumers are postponing discretionary purchases and feeling a little less confident about the future right now. It's been a highly unpredictable time and we see economic challenges ahead. View our latest video to learn more and hear our recommendations. Video Transcript: Greetings from Sarasota, Florida, where […]
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