A refined perspective on money management

Our guiding force is to do what is best for our clients, with a focus on performance. To strive to achieve that, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.

By demonstrating our drive and objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs, with services that include investment management, asset preservation, retirement and estate planning, as well as charitable giving.

We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

  • Understand

    We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.

  • Design

    We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.

  • Implement

    Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.

  • Manage

    We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.

Enhanced Savings Program

03/16/2023

The Raymond James Bank Enhanced Savings Program is a strategic savings program that offers higher yields and FDIC deposit insurance than standard savings or checking accounts.
Markets & Investing

Weekly market guide

03/31/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Parental leave policies leave parents wanting more

Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving

Spend your retirement thriving

How to make your retirement rewarding and meaningful.
Retirement & Longevity

Favorable current strategy - yield and duration

03/27/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Growth in real money supply is what is important for taming inflation, and for the Fed

03/24/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market and economic dynamics to keep an eye on

03/24/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

03/24/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.
Retirement & Longevity

Fed raises interest rates with a 25 basis point increase

03/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership

what can we do for you?

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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.

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.. Gallegos Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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