Wealth Wellness of Raymond James & Associates


2255 Glades Road, Suite 120A
Boca Raton, FL 33431
Main Phone: 561-997-9100
Direct Phone: 561-981-3661
Toll-Free: 800-327-1055
Fax: 561-997-5286

Wealth Wellness Planning for Today’s Needs and Tomorrow’s Goals

At the Wealth Wellness Group of Raymond James & Associates, we believe that the values and discipline used to achieve physical fitness can be applied to creating a healthy portfolio. That's why Anne Bedinger, our group's founder, developed the Wealth Wellness Process-a holistic, multisystem approach to managing assets, protecting wealth and building legacies for families and businesses. And that's also why Anne has spent years studying the human response to financial change with the Sudden Money® Institute, reaching the point of Mastery in her training as a Certified Financial Transitionist™. After all, life presents continuous changes and knowing how to maintain well-being during transitions is an important skill that determines the outcome of most major life events.

Since our partnership involves fundamental aspects of your life, we begin advising you only after we have developed a thorough understanding of your goals and objectives. We need to understand where you are in your life and whether you are approaching or in the midst of a major life event such as retirement, divorce, widowhood, or the sale of a business. It is important for us to understand whether you have experienced gain or loss, financially or personally. Only after we've established a fit with you will we begin working together to create a plan. No matter what point you are in your life, the Wealth Wellness Group can offer unique strategies and solutions tailored for you.

Accolades of Raymond James through the Decades 52 Year Timeline

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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