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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.
Niches
Families & Individuals

Families & Individuals

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

Retirees

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

Sudden Wealth

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

News & resources

Make your final tax saving moves before Dec 31

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
The word of the day: Volatility

The word of the day: Volatility

09/26/2022
By Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Weekly investment strategy

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Understanding the Fed (or at least trying)

Understanding the Fed (or at least trying)

09/23/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Weekly market guide

Weekly market guide

09/23/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Markets flinch at Fed's aggressive action

Markets flinch at Fed's aggressive action

09/21/2022
No interest rate cuts are in sight until 2024, according to the Fed's new dot plot.
Markets & Investing
Could you thrive in a niche retirement community?

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Add important financial deadlines to your year-end calendar

Add important financial deadlines to your year-end calendar

Review key dates related to charitable giving, Medicare and tax planning.
Retirement & Longevity
Does your estate plan account for your digital assets?

Does your estate plan account for your digital assets?

Online services, important documents and family mementos can carry great value.
Estate & Giving
Fixed Income... Why Now?

Fixed Income... Why Now?

09/19/2022
By Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Will the PCE deflator have the last word in August?

Will the PCE deflator have the last word in August?

09/16/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Weekly investment strategy

Weekly investment strategy

09/16/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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 solutions and deliver a superior standard of service with every investment solution 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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