EXPERIENCED GUIDANCE – MORE CONFIDENT INVESTING
A sound financial future based upon solid financial planning
At McDonnell Wealth Management of Raymond James, we believe that in order to create a financial future that’s both sound and resilient, you need to first begin with solid financial planning – the kind our clients have enjoyed for more than 20 years.
Whether they were just starting out, near retirement or already enjoying retirement, we’ve helped them delineate their goals, identify risks, examine the details, and select their investments to enable them to move forward through life with confidence and financial purpose.
And we welcome the opportunity to do the same for you.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Having alternatives means having the options you need to fit your ever-evolving needs.
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.
Fixed Income Services
Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow.
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.
One of the most important functions we serve is helping to protect all you have worked to build.
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.