Leave a Legacy

Compassion and generosity are things that we are passionate about. We believe in giving back, giving of ourselves, and that true wealth in life can also be measured by one’s compassion and generosity. It’s our desire to partner with you in your charitable giving in the most advantageous and efficient way. We encourage our clients to gift appreciated investments with the use of a donor advised fund account to their chosen charities rather than writing checks. We want to help you maximize the resources you have so you can give deeply to the causes closest to your heart without the potential tax burden that uninformed and haphazard giving can cause.

Since we began our firm in 2002, our advisors and clients have given a total of



Some of the organizations closest to our hearts that our team supports with time, talent, & resources, and that our clients give monetarily include:

African Leadership American Cancer Society American Red Cross Big Brothers Big Sisters of Middle Tennessee Christian Leadership Concepts
Junior Achievement of Middle Tennessee PENCIL Foundation Ronald McDonald House Charities of Nashville Special Olympics Tennessee United Way of Metropolitan Nashville
YMCA Youth Development Center ellie 3 Monroe Harding Planned Giving Council of Nashville Rotary Club
BrightStone The Gear Foundation Our Thrift Store Men of Valor Williamson County Young Life
Nashville Junior Chamber Making Strides Against Breast Cancer Together Inc Fellowship of Christian Athletes Sing Me A Story Foundation
Nashville Inner City Ministry Agape Faith Family Medical Clinic Community for Permanent Support Housing Tennessee Voices for Victims
The Next Door Compassion International The Brown Center for Autism Front Porch Ministry SPscreen-575x323
Habitat for Humanity of Greater Nashville Wounded Warrior Musicians On Call MOB 1 FashionABLE
Health Talents International Christian Business Leaders Roundtable CASA TNVanderbiltChildrens Hope International
International Health Services Both Hands Foundation World Vision IDEAS Global Serve International

Raymond James is not affiliated with the charities mentioned.