How We Serve
financial
Planning
We create tailored financial plans that align with your unique goals, helping organize, preserve, and grow your wealth. Our approach ensures your plan adapts to life's changes, securing your financial future
Portfolio Management
Our portfolio management focuses on responsible investment strategies that reflect your risk tolerance and growth objectives. We emphasize diversification and tax efficiency to maximize your returns.
Estates & Trusts
We offer estate and trust planning services that protect your legacy and minimize tax liabilities. Our goal is to create a plan that balances your intentions with effective wealth transfer.
Retirement Planning
We develop customized retirement strategies to ensure financial independence and stability. From income planning to Social Security optimization, we prepare you for a secure and enjoyable retirement.
Life Insurance
Our tailored life insurance solutions provide protection and support your broader financial goals. We offer policies that maximize tax advantages, ensuring efficient wealth transfer and ongoing security.
The Cedrus Way
Our process begins with an initial consultation to understand where your finances are today. This is the starting point to organize your assets for clarity and point them toward your goals.
Our team of professionals and experience work together to help preserve your assets. We seek to reduce risk and help ensure long-term health and viability. We believe our role is to partner with your insurance, tax, and estate planning team to help ensure your finances are aligned with your values.
We steward your wealth for growth so you can live the life you want to live and leave a legacy that matters to you.
Understand:
Every effective financial strategy begins with a comprehensive understanding of your current financial position.
At Cedrus, we prioritize your unique goals and values—whether it's preserving your family's future, expanding your investments, planning your estate, or preparing for retirement.
We start by assessing where you stand financially today to prepare your life for the future.
Organize:
We streamline your finances by using advanced tools that are designed to enhance clarity and control, making the management of your wealth seamless and stress-free.
By simplifying the complexities, we enable you to focus more on your life and what truly matters most to you.
Preserve:
We design plans to reduce risk as life changes for the long-term future.
Whether it’s for your nest egg, retirement, or estate, Cedrus works diligently to address risks and stewards your wealth wisely.
Begin shaping your legacy today, having confidence you have a plan for your family’s future.
Align:
Aligning your finances with your values is at the heart of what we do. Our tailored approach is designed to move you toward your goals efficiently and effectively, ensuring every step is a step towards your future done with intent and excellence.
Leveraging our experience and expertise, we collaborate closely with your insurance, tax, and estate planning teams. This helps ensure your financial plan is not only robust and comprehensive but also integrated with all aspects of your financial affairs and aligned with your values.
Grow:
We're dedicated to managing your wealth for growth and stability, enabling you to live your life and create a legacy. As your wealth and influence grows, we will continue to wrap the necessary services you need to preserve your legacy.
Experience the CEDRUS Way as we steward your financial life so you can focus on what matters most.
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Investing involves risk and you may incur a profit or loss regardless of strategy selected.