We provide our wealth management services to a select group of individuals and institutions who are just like us – diverse, family-oriented, and active in the community – and who appreciate our mix of investment knowledge, disciplined approach to investing and client focus.
We work with high net worth clients to help them and their families lead the lives that they want today, secure in the knowledge that they have a partner who is monitoring their progress toward meeting their long-term goals.
For nonprofits, clients recognize our dedication to philanthropic activities and appreciate our ability to help them navigate the myriad laws surrounding fiduciary responsibility, ensuring that they are progressing toward their goals while following all applicable regulations.
Learn more about our philanthropic efforts.
Philanthropy lies at the heart of Cygnus; these activities include both financial sponsorships as well as volunteerism. While our philanthropic activities have a tilt towards finding a cure for cancer, we support the causes of all of our employees. Causes we have supported include:
- Melanoma Research Foundation
- Levine Cancer Institute
- Atrium Healthcare Foundation
- Anne Springs Close Greenway
“Giving back is at the core of our culture. At Cygnus, we value the charitable interests of our team, and together we make a profound impact on each of our individual charitable interests.”
Raymond James is not affiliated with any of the organizations mentionedAll clients demand confidentiality and transparency, and we’re committed to providing both at all times. Clients also want continuity, and therefore the stability of our organization and emphasis on “shared client service” helps us ensure that client requests are fulfilled in a timely and accurate manner.
We solicit feedback and suggestions from our clients on an on-going basis and incorporate their ideas into our practice.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.