Our Clients


Who We Help

Asia Pacific is a collaborative practice; our specialties are complementary and our approach is coordinated. By working together, we offer the extensive services and encompassing perspective to help you move from the success you've already achieved through each step that will lead to your financial destination.

Whether we're assisting business owners with the creation and management of employee retirement plans or helping families secure their futures, we match our commitment to financial excellence with our dedication to true financial partnership.

Business owners

As a small business owner, you know all about hard work and commitment. You've overcome challenges and achieved milestones along the way. It's only natural you want someone with that same understanding when it comes to getting the financial advice and solutions necessary to take your business to the next level.

That's where we can help. As independent financial advisors and entrepreneurs ourselves, we understand the challenges business owners often face and have helped many new, growing and mature businesses succeed.

Most important, we recognize your business is unique. Working with you as a partner in your success, we'll take the time to understand your goals and help you address a wide variety of needs, including:

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country's leading financial services firms. Best of all, you'll enjoy the confidence of knowing you have a single, trusted source for financial advice—and more time to devote to growing your business.

Retirees

Preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are probably your highest priorities. We can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, as well as other essential needs such as life insurance and long-term care insurance.

Multigenerational families

From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs–and possibilities–of successful families are unique. Our team offers the specialized experience and personal support to help you and your family move toward the future as you see it.

Widows and widowers

The death of a spouse also has major financial implications—and they come precisely at a time of great emotional stress. In addition to the shock and grief, there are often medical bills and funeral expenses to pay and a new reality of lower household income. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. We are here to help you have a sound financial strategy designed to minimize any potential financial burdens, so you can focus on what's truly important—healing and moving forward.