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Together we are stronger. We believe a teamwork approach adds a broader perspective to all we do and provides increased benefits to our you.

We believe in working together with you to enhance your financial planning process. No one knows your dreams better than you.

Our experience and your vision, together we pursue your goals.

For individuals, we strive to answer your questions including:

  • When can I retire?
  • Are my investments on track?
  • Should I engage in gifting?
  • How can I pursue an income for life?
  • What strategies will aid in the preservation of my assets?
  • What are the elements of a comprehensive estate strategy?
  • Do I have the right insurance?

Together we will determine strategies designed to seek to build the wealth you need to live the lifestyle you deserve.

  • Investing Strategies
  • Retirement Distribution Strategies
  • Insurance Planning & Risk Mitigation   
  • Estate Planning Strategies
  • Trust Services 

We specialize in creating strategies designed to manage custom goals and needs. 

No strategy assures success or protects against loss.

Ponte Vedra Beach, FL

Robert R. Franskousky, CFP®, CDFA™, PPC™, AIF®, MBA

Managing Principal and Wealth Advisor

(904) 899-4074

(904) 899-4077

Robert R. Franskousky is a Managing Principal and Wealth Advisor for the “Private Wealth” practice group. He has over 30 years of wealth management and executive banking experience with prominent financial firms including,...

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Sheri Feig

Director of Administrative and Client Services

(904) 567-6767

(904) 899-4077

Leisa Athey

Administrative and Operations Specialist



Leisa Athey began her career as a Commercial Lines Underwriter with Travelers Insurance Company in 1979. In 1990 she worked as a Property and Casualty Insurance Agent with Prudential Insurance Company. After raising her two daughters...
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Boca Raton, FL

James Franskousky, MBA

Wealth Advisor

(561) 409-0678

(561) 257-2666

James Franskousky has nearly 20 years of wealth management and executive banking experience with prominent financial firms including, Bernstein Global Wealth Management, Bank of New York Mellon Corporation, and JPMorgan Private Bank....

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Stanton D. Schwartz

Wealth Advisor

(561) 257-2626

(561) 257-2666

Stan began his career in 1982 as a Registered Representative working with individual investors at several firms until the early 2000's. At that time, Stan founded Market Timing Services, a registered investment advisory firm. In...

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