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


Sound Planning, Ethical Advice

Our mission is to assist each of our clients with their investment, retirement and estate planning needs. This is accomplished through long-term relationships based on a thorough understanding of their goals and a focus on what has helped them become successful. We strive to simplify complex financial matters and provide our clients asset growth and wealth preservation

Core Values

We believe that just as wellness and financial goals are achieved through diligence and discipline, the process of advising our clients in managing their hard-earned wealth must also follow a set of sound guiding principles.

Our core values constitute the foundation of our wealth management philosophy:

  • Honesty and Integrity – We promise to be forthright and offer a clear, candid assessment of your financial picture – even if the news is not favorable.
  • Wellness – We promise to focus first on prevention and planning deficiencies, and then to recommend strategies for putting – and keeping – your plan on track.
  • Outstanding Service – We promise to actively listen to you and deliver reliable, objective and consistent advice.
  • Entrepreneurial Spirit – We promise to continuously seek out opportunities to enhance your well-being.

To learn more about how we work to ensure you receive our highest level of service, read the Raymond James Client Bill of Rights.

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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Raymond James is not affiliated with the Sudden Money Institute.