The firm’s principal, Thomas C. Tyler, Jr., has over twenty-four years of experience solving financial planning issues and providing investment advisory services. Additionally, Mr. Tyler is a practicing attorney, whose practice focuses on Estate and Business Planning for high net worth individuals and family businesses. He has written investment columns in local Sarasota newspapers and has volunteered as an investment consultant for local non-profit organizations.

The firm acts as a fiduciary and provides fee-only financial planning and investment advisory services to select high net worth individuals and families. By limiting to whom the firm provides services, each client is assured of receiving personal planning and attention uncommon in all but the most private of family offices.