Thoughtfully managing a windfall
Mix and Match to Meet Your Needs Your Financial Services
What sets us apart is we understand there are two sides of money that must be considered to make that happen.
The Technical Side of Money
This is the “data” of your life: finances, assets, tax and estate situation, and more. For a long time, the data has been the focus of the financial advisor industry, as it should be.
It’s also been known for a long time that a focus on long-term investing and portfolio diversification is what will drive results. We use your data to place you in the most suitable position to prosper in a variety of market conditions while helping you reach your goals.
But for your desired success to be attainable in today’s dynamic economy, you must also look at how you think and feel about money.
The Personal Side of Money
While money is a tool, it comes with a lot of emotions, hopes, and dreams. It affects your sense of well-being, which, in turn, affects how you make financial decisions.
We’re sure we don’t need to tell you that investing today is very different than what it was even five years ago. Navigating rapid changes in current financial markets can put a strain on anyone.
We’ve invested in understanding how people experience change. As a result, we’re able to help you navigate the stages of change and the transitions that take you from one stage to the next. We help you stick to your investment plan when it’s the best option. We help you make changes when those are necessary.
For more information, please visit The Two Sides of Money.
How We Do This
Please visit the Your WWG Experience page to get an overview of our process, what you can expect of us, a summary of what’s expected of you, and how to start working with us.
If needed, we can also assist in coordinating a team of professional advisors who put your interests first. The result is a comprehensive financial plan that helps give you the confidence that your goals are within reach.
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Estate Planning
- Charitable Giving
- Risk Management
- Business Sales and Valuations
- Cash Management
1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Benefits of Spending Less
Estate Tax Planning
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.