How Much Difference Would It Make to Your Life to Have a Knowledgeable and Understanding Financial Planner at Your Side?

Suppose you are facing a puzzling situation and can’t grasp how to put the pieces together.

Possibly, you are unsettled by a disorganized, incomplete approach.

Maybe, you feel that your financial future is not under control.

Life always presents new opportunities and challenges, particularly during major transitions such as creating a first financial plan, entering retirement, or planning an estate.

At Kingsdale Wealth Management Partners of Raymond James we believe financial planning begins with a personal relationship:

You can gain a clear path to move forward with confidence.

Our goal at Kingsdale Wealth Management is to help you manage the uncertainties that wealth can produce.

Discover how a financial plan can give you a greater sense of well-being Here

Your goals become ours

Bill Gibson yearbook image
Bill Gibson, CFP®, RICP®, CPFA®
Financial Advisor
Stacey Maham yearbook image
Stacey R Maham CFP®, CDFA®, CPFA®
Financial Advisor
Brad Marcotte bio image.
Bradford Marcotte
Registered Client Service Associate
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Parental leave policies leave parents wanting more

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

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

Spend your retirement thriving

How to make your retirement rewarding and meaningful.
Retirement & Longevity
Favorable current strategy - yield and duration

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

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

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

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?

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

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

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Incremental progress emerging in the banking sector fallout

Incremental progress emerging in the banking sector fallout

03/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Economy & Policy
Are you protected from market mayhem?

Are you protected from market mayhem?

03/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Always here for you

 

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