How We’re Different

You’ll find our whole team is distinctively focused on your future and uniquely responsive to your needs. But with Tedeschi Wealth Management, you get something more: a culture of independence. Here, your needs come first.

We have chosen to affiliate with Raymond James because the firm is recognized as one of the nation’s leading investment management firms; Raymond James is one of the few national firms that truly fosters a culture of independence in which we are free to provide advice that is both personalized and unbiased. That means you are uniquely free to thrive.

We’re different because we believe:

  • Your best interests can be overlooked if your advisor is paid more to sell proprietary products. At Tedeschi Wealth Management, the focus is on your needs. Here, you can expect truly independent advice.
  • Predetermined solutions don’t necessarily serve every investor’s needs. We review each client’s goals independently and comprehensively. As your life evolves, so does your financial plan.
  • Successful associations between investor and advisor are based on mutual confidence and shared faith. We have created a culture that fosters long-term, trusting relationships. We listen, we care and we take action to help you thrive.

Learn how Tedeschi Wealth Management can help make planning a pleasure. Contact us today