Team
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) 899-4077
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,...
Charles (Bill) Grant
Wealth Advisor
(904) 874-9170
Bill Grant began his career in 1998 in the financial industry as a Wealth Advisor. In 1999 he was promoted to management working with prominent firms including AXA, National Life, Prudential and Synovus Securities. Bill holds his...
Alan Boyer
Wealth Advisor
904 899 4077
Alan has over 19 years experience in the financial services industry. He began his career with Primerica Financial Services and has worked for other prominent financial services companies such as National Financial Services, Prudential...
Leisa Athey
Administrative and Operations Specialist
9048994077
Boca Raton, FL
James Franskousky, MBA
Wealth Advisor
(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....
Stanton D. Schwartz
Wealth Advisor
(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...