About

Our boutique practice at Cinergy Wealth Life and Legacy of Raymond James operates under three divisions: Dynamic Wealth Planning, Business Benefits & Retirement Plan Consulting, and Business Succession Planning.  We offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for the clients we serve.  Whether we are working for your business or family, we leverage Raymond James' breadth of resources and expertise while delivering a curated standard of care that fits your stage of life and your needs that we feel is a process distinct to Cinergy Wealth Life and Legacy.