The Green Door Philosophy

The name Green Door Wealth Management of Raymond James is inspired by the traditional symbolism of a green door – to invite wealth, health and security – and embodies the core values behind our investment philosophy.

Wealth: We recommend investing conservatively with a long-term view to help you build wealth and preserve your legacy for future generations. Our preferred investment vehicles include exchange-traded funds, unit investment trusts, municipal bonds and cash alternatives such as treasury bills, CDs and money market funds. We also incorporate stocks, annuities, life insurance and long-term care insurance, where appropriate for the individual investor.

Health: Your personal financial goals are our priority. We want you to live the life YOU envision and believe financial wellness is a vital part of living a well-balanced and fulfilling life. Our collaborative Goal Planning and Monitoring process allows us to build a customized financial plan together that will help you visualize the path to reaching your financial goals.

Security: To us, security means more than a tradable financial asset; it is the confidence that your money is being well-cared for with your personal risk tolerance, objectives and time horizon at the forefront of our recommendations. We also believe in transparency and favor investments that are straightforward and easy to understand. We pride ourselves on our ability to help you understand how (and why) your money is invested.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.

Services we offer

Education Planning

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

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.

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. Fixed income investments are an essential component of a well-diversified financial plan and can support your aspirations with a reliable stream of income.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

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.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.

News & resources

I choose to make the rest of my life the best of my life.
Louise Hay