See your financial life in a new light

The story of how humans navigate the world is ultimately about math. In the era of sextants and slide rules, we had to calculate and use the stars and our ingenuity to find our way. In the modern world of GPS, the complex calculations are completed seamlessly behind the scenes.

That seamless experience is what we strive for at Charted Course Wealth Management of Raymond James.

Why we're different

When you have questions we can guide you to the answer

Am I on track for retirement?

A: Through our financial planning process, we can assess your progress toward retirement and other goals.

Will my family be OK if something happens to me?

A: Working with your other professional advisors, we can help coordinate a comprehensive estate plan.

I want to sell my business and retire – where do I start?

A: We have helped many entrepreneurs create a successful exit plan, and we can put that knowledge to work for you.
Focusing on preserving and managing your retirement assets
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Personalizing guidance for every member and generation of your fa...
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Helping you manage personal finances and capitalize on your succe...
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Helping you pursue your vision of financial independence
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Benefits planning and financial strategies for high-powered caree...
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Helping busy professionals manage essential financial matters
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Our Team

Learn about the paths we’ve taken in life and how we can help you along yours.

MEET YOUR TEAM
Charted Course Wealth Management team photo

Pictured from left:
Anne Gotingco, Kenneth Judd, Timothy Chen

Set them up for professional – and personal – success. 

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Business Ownership
This personalized approach offers increased flexibility for sophisticated investors.
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Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Retirement & Longevity
Consider the benefits of an uncomplicated, tax-savvy way to give back.
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Business Ownership
Learn about using 529 plans for more than just college savings.
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Family & Lifestyle
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Time in the market is far more powerful than trying to time it.
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Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership

SHED SOME LIGHT ON YOUR FINANCES we’ll guide the way

CONTACT US

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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