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Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Business Owners

Business Owners

09/08/2020
Unique solutions for business owners and entrepreneurs.
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Families & Individuals

Families & Individuals

09/07/2020
A pragmatic approach to wealth management
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Retirees

Retirees

09/06/2020
Nurturing wealth so you can live a longer, better life.
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Sudden Wealth

Sudden Wealth

09/05/2020
Confidently manage your new assets with the guidance of our experienced team
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News & resources

Confidently navigating changes near retirement

Confidently navigating changes near retirement

Finding a new way forward requires emotional fortitude as well as financial support.
Retirement & Longevity
Start fresh with your financial planning this winter

Start fresh with your financial planning this winter

Review your eligibility for benefits programs and get organized for the year.
Family & Lifestyle
Market forecasts

Market forecasts

12/05/2022
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Grasp of equity indices nuances enhances market insights

Grasp of equity indices nuances enhances market insights

12/02/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The labor market is dead, long live the labor market

The labor market is dead, long live the labor market

12/02/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Weekly market guide

Weekly market guide

12/02/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
The importance of a good paper trail

The importance of a good paper trail

Living life and facing death can be liberating (and it doesn’t have to be difficult).
Estate & Giving
S&P 500 secures second consecutive month of gains

S&P 500 secures second consecutive month of gains

11/30/2022
Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.
Markets & Investing
Maintaining income after retirement

Maintaining income after retirement

How your retirement savings can continue working for you.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Fixed Income Strategy if a Recession is Declared

Fixed Income Strategy if a Recession is Declared

11/28/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
To convert, or not to convert to Roth IRA – tax is the question

To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
Knowing what must be done does away with fear.
Rosa Parks

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with 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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Easterling Private Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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