Know-How Exchange : Taglines/Names

I need help creating a name for a Financial Planning firm I will be opening. I am in Palm Beach Gardens, Florida, the firm's business will be fee based investment advice, insurance brokerage (life and health), overall financial and retirement planning and analysis (including distribution, not just accumulation). My target market is individuals and families 28+ with over $50,000 in investable assets (starting small with the hope to increase that dollar amount). I will be the only partner or member of the firm initially, but could potentially bring on other members in the future. I would normally think that my last name plus something like "Asset Management" or "Financial Planning" behind it would work. But my last name is too common, and it is from a previous marriage (I was even thinking about using my maiden name, Ulysse). I am looking for something that is of course catchy but also classy and makes the client or prospect think of first class while not putting people off with the thought that they don't have enough money to work with the firm. Any suggestions on a name as well as a tagline would be appreciated. Please let me know if there are any other details I can provide.