Smart Money Moves

Impact-focused wealth planning for athletes, entertainers, and innovators

Do well by doing good, pursuing positive and impactful outcomes. At GSE Impact Group of Raymond James, we deliver modern wealth planning for today’s entrepreneurs and creatives. We align values with vision, co-creating comprehensive, impact investment strategies that reflect your unique goals.Book a call.

Financial insight tailored to the creator economy

We’re not your typical advisors. Having spent decades working with artists, executives and leaders in creative and innovative industries, we are highly attuned to your exceptional needs. As part of your inner circle, we advise on investments, holistic long-range strategy and entrepreneurial and philanthropic pursuits.

How we partner with you
Sara Qazi
Sara Qazi, CFP®, CEPA
Senior Vice President, Investments
Elette Burwell
Elette Burwell, CEPA
Senior Registered Client Service Associate
Monika Arnhoelter
Monika Arnhoelter
Senior Registered Client Service Associate

Wealth planners on a mission

We’re passionate about what we do, and it shows in our comprehensive and transparent approach.

Learn more

Feel seen, heard & valued

As your advocate, we’re here to help you navigate money challenges and opportunities with the confidence of having a skilled team on your side. We specialize in custom wealth strategies for:

Performers & musicians

Athletes

Athletes

Creative industry professionals & execs

Women creators

LGBTQ creators

Impactful insights

Macro forces are the main driver of the equity market

07/26/2024
Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy

July FOMC meeting preview

07/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Three building uncertainties weighing on the equity market

07/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

After Biden: What comes next?

07/23/2024

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
Markets & Investing

10 common scams and how to avoid them

Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation

Biden withdrawal announcement: Large market reaction unlikely

07/22/2024
Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing

Aligning Purpose + Prosperity

 

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