About

The SSG Executive Advisory Group is a boutique wealth management Team partnered with Raymond James & Associates, Inc. Our Team of professionals focuses exclusively on Wealth Development and Management of successful families.  For every new relationship, we build a comprehensive financial plan.  Plan development requires mutual adhesion to due diligence and qualifying and quantifying the family's financial needs and goals.  As a product of the plan, our Team will develop an investment program defining the initial asset allocation, investment process, risk management strategies, and a communication & review strategy.   We create tailored investment strategies and manage them on a discretionary basis.