Disciplined Consultation to Help Maintain Your Course

We strive to establish and maintain a professional "fit" with every new and existing client relationship — it's the foundation for trust and long-term success. This is initially accomplished by mutually affirming that Winship Capital Management of Raymond James is capable of serving your best interests, and that you will empower us to succeed on your behalf.

We aim to achieve this through a consultative process in which we listen with great care to learn about your financial objectives and personal goals. It is a rigorous,ongoing discipline of articulating your needs, enabling us to develop a strategic plan for addressing the critical financial events during your lifetime.

Our approach is multigenerational — we serve as a sounding board for all client relations — a distinctive service we take great pride in providing.

  • Understand
  • Design
  • Implement
  • Manage