Financial counsel that stands apart Look no further

We hold ourselves to the highest standards and work hard to build your trust and deliver on your expectations. We are passionate about what we do and will manage your wealth with the same passion and commitment in order to help you achieve your goals.

Over the years, we’ve learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a results, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family. It’s a source of satisfaction for our clients and for us.

By partnering with Raymond James and accessing the support and services of North America’s leading independent financial services firm, The Shimkovitz Group has the freedom to offer highly-customized solutions, without any pressure to recommend proprietary products or services.