Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Your goals become ours

Kingsdale Wealth Management Partners Team Image
When was the last time you tried something for the first time and got it right?
Don Connolly, Massachusetts Financial Services
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
Niches
Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Weekly Market Guide

Weekly Market Guide

01/17/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Investment Strategy

Weekly Investment Strategy

01/17/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Investment Strategy

Weekly Investment Strategy

01/17/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
5 Key SECURE Act Takeaways for Business Owners

5 Key SECURE Act Takeaways for Business Owners

01/17/2020
Review key changes related to automatic enrollment, retirement plan access and more.
Business Ownership
6 Key SECURE Act Takeaways for Individual Investors

6 Key SECURE Act Takeaways for Individual Investors

01/17/2020
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
Weekly Market Snapshot

Weekly Market Snapshot

01/17/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
What Makes One Stock More Risky Than Another?

What Makes One Stock More Risky Than Another?

01/15/2020
There’s a broad spectrum of risk level across different companies’ equity. Get to know some of the factors that contribute to those differences.
Markets & Investing
A Tactical Play or a Long-Term Strategy?

A Tactical Play or a Long-Term Strategy?

01/13/2020
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The December Employment Report

The December Employment Report

01/13/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Door Opens for De-Escalation With Iran

Door Opens for De-Escalation With Iran

01/09/2020
Washington Policy Analyst Ed Mills and Energy Analyst Pavel Molchanov discuss U.S.-Iran tensions as well as the likely impact for oil.
Economy & Policy
10 Common Scams and How to Avoid Them

10 Common Scams and How to Avoid Them

01/09/2020
Familiarize yourself with these common swindles, often targeting retirees.
Lifestyle & Technology
Laying the Groundwork for Tax Season

Laying the Groundwork for Tax Season

01/08/2020
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Always here for you

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.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use