Boesen Wealth Management to serve your individual needs

Boesen Wealth ManagementBoesen Wealth Management of Raymond James exists for one reason, which is to do everything we can do to help our clients, and their families, succeed. We want all of our clients to become the best that they are capable of becoming.

Boesen Wealth Management to serve your individual needs

Jerry Boesen
Jerry Boesen, CFP®
Vice President, Investments
Aaron Cavazos
Aaron Cavazos, CFP®
Financial Advisor

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Boesen Wealth Management to serve your individual needs

 

 

 

 


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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Success is peace of mind which is a direct result of self-satisfaction in knowing you did your best to become the best that you are capable of becoming.
John R. Wooden, UCLA Head Basketball Coach whose teams won 10 national championships in 12 years before he retired in 1975