Comprehensive wealth management to SERVE YOUR FAMILY FOR GENERATIONS
We know that while your priority today may be to enjoy a well-earned retirement, make your money last and plan for your longevity, it is also to one day leave a legacy for your loved ones and the future generations of your family.
It’s why it’s so important to find an ongoing, trusted and reliable source to help you secure and maintain a solid wealth management plan, and engage with consummate professionals who truly care about you and your family’s financial well-being.
At Crosswinds Wealth Management of Raymond James, this is how we’ve always served our clients, and why we welcome the opportunity to develop a strong and lasting client relationship with you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with any of the companies mentioned.