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  • Edgewater Wealth Management of Raymond James
    1416 Park Avenue Suite 202 Fernandina Beach, FL 32034
    Map and Directions Map and Directions
  • Edgewater Wealth Management of Raymond James
    814 A1A N. Ste 100 Ponte Vedra Beach, FL 32082-3269 T: 904.273.1811 O: 904.273.2426 F: 904.273.2676 TF: 877.279.3549
    Map and Directions Map and Directions
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Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
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Read
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Read
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Read
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning

Are you ready? Let’s uncover the possibility of working together.

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Raymond JamesRaymond James
  • 1416 Park Avenue Suite 202 Fernandina Beach, FL 32034
  • Map & Directions
  • Map & Directions
  • 814 A1A N. Ste 100 Ponte Vedra Beach, FL 32082-3269
  • 904.273.1811
  • 904.273.2426
  • 904.273.2676
  • 877.279.3549
  • Map & Directions
  • Map & Directions

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.


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