Raymond James: Our dedicated partner

Working with WWG/Raymond James starts by being personal.

Your relationship with a WWG/Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will give you the optimal chance to fulfill your objectives – to live the life you want.

Next, together, we will develop a comprehensive plan.

Just like you, your plan is distinctive. We will customize it to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. With comprehensive, institutional-quality resources, WWG can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate planning vehicles that ensure your wishes are carried out exactly as you intend.

In implementing your plan, WWG will work in collaboration with other professionals, such as attorneys and accountants, to ensure your financial plan is holistic, that is, all aspects work together. Through Client Access (available on the right of this site’s main navigation on every page), you will have online access to up-to-date account information, all while your accounts and information are protected by cybersecurity technology that goes well beyond the industry standard.

Through the years, your plan will evolve with you.

The relationship with WWG will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, WWG will see you through.

Working with WWG / Raymond James, your advisor team,
means you have more than a financial planner.
You have a trusted financial partner – for life.

Wealth Wellness Group offers a complimentary initial consultation. Consider using this checklist to help you gather your thoughts for our meeting.