At Insperity Private Wealth, we build trust and inspire confidence through our planning process, helping ensure our clients achieve greater and lasting prosperity.

Financial planning that’s Centered on you

You deserve a team of trusted advisors that understands the complex needs of affluent individuals and treats you the way that you expect. At Insperity Private Wealth of Raymond James, you’ll discover skillful, hands-on wealth management tailored to your unique needs, along with unwavering dedication to delivering a quality standard of service.

Flatiron Building

Collaborative Approach

We believe successful partnerships are based on trust and mutual respect. That’s how we approach our relationships – not only with our clients, but with each other. You won’t find oversized egos here.
Statue of George Washington, Wall Street, New York City

Dedicated to serving you well

The designations earned by our advisors demonstrate a commitment to high ethical standards and the ability to deliver adept guidance fine-tuned to your distinct financial needs.
SoHo district apartment building , Manhattan , New York

Sophisticated wealth strategies

Whether you’re growing or selling a business, preserving your wealth or passing it on to the next generation, we’ll develop a strategy that best fits your situation.

Get to know your team

Roger Jee
Roger Jee,  
Managing Director Private Wealth Advisor
Michael Lubin
Michael Lubin, CFP®
Managing Director
Stephen Orzo
Stephen Orzo, CFP®, CPFA™
Managing Director
Stephen Adler
Stephen J. Adler, CIMA®
Managing Director
Christopher Swanson
Christopher J. Swanson, CFA®
Senior Investment Portfolio Analyst
Adam Altwerger
Adam Altwerger,  
Senior Registered Client Service Associate
“Satisfaction is seeing our clients succeed.”
The Insperity team

Discover wealth management that’s personal

Insperity Private Wealth of Raymond James

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use