A thoroughly personal approach to managing your wealth

The wealth you have accumulated is more than just an abstract number on a financial document. It is an essential tool for fueling your ambitions and providing for your family. Indeed, it is of a most personal nature.

For this reason, we know that the most responsible way to manage and preserve your wealth is to know you, understand your goals, and develop a client-advisor relationship that is not only thoroughly professional, but also deeply personal.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Estate, Charitable Giving & Trust

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Strategies

Longevity Planning

Retirement Planning

Business Owners

Unique solutions for business owners and entrepreneurs.

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Family & Individuals

A pragmatic approach to wealth management

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Retirees

Nurturing wealth so you can live a longer, better life.

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Get to know Our Team

Maria Garcia Wilder, CRPC^®, CEP^®, WMS

Branch Manager, Raymond James Financial Services Managing Partner, The Gables Legacy Group, LLC

Van Richard Martin, CEP^®

Investment Executive Financial Advisor

Managing Partner, The Gables Legacy Group, LLC

Haydee De Cardenas

Relationship Manager

Jaclynn A. Garcia

Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.