A Trustworthy Guide for navigating your life

As any traveler will tell you, there is nothing like the welcoming sight of a familiar harbor after a long journey. At Harbor Private Wealth of Raymond James, we have created a family office to serve as a singular destination for all your financial needs along your life’s journey – giving you the means to pursue the goals you hold dear.

Life Change

Life Change

12/14/2020
We help people financially manage transitions such as divorce, widowhood, and caring for or losing a parent.
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Nonprofits

Nonprofits

12/14/2020
We help foundations, endowments and nonprofits manage their financial matters and monitor their fiduciary responsibilities.
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Individuals & Families

Individuals & Families

12/14/2020
We address all the financial priorities in your life, from managing and preserving wealth to preparing for retirement.
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Business Owners

Business Owners

12/14/2020
We offer guidance to help you build, manage and eventually sell your business when you’re ready to retire.
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Our guidance goes beyond investments to all aspects of your life

Treating you like family means going the extra mile
for you

Highly Capable of serving the needs of high-net-worth clients

Acquaint yourself with our team

Ricardo Armijo

Ricardo J. Armijo,

CEPA Managing Director CEPA
Tim Cooper

Timothy

Cooper, CFP® Senior Vice President, Wealth Management
Cheri Schafer

Cheri

Schafer Senior Registered Client Service Associate

Richelle Leigh Verran

Senior Registered Client Service Associate
Our clients can focus on enjoying life knowing that we’ll handle all their important financial matters.
Ricardo Armijo, Managing Director
Always here for you

 

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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