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
Retirees

Retirees

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

Business Owners

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

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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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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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Sailing into unknown seas for 2024

Sailing into unknown seas for 2024

Raymond James Chief Investment Officer Larry Adam discusses the economic outlook for 2024.
Economy & Policy
Here we go again: Showdowns and shutdowns

Here we go again: Showdowns and shutdowns

09/29/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Despite a resilient economy so far in 2024, the outlook is getting murkier

Despite a resilient economy so far in 2024, the outlook is getting murkier

09/29/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A predictable pullback in equity markets

A predictable pullback in equity markets

09/27/2023

Raymond James CIO Larry Adam discusses why we were due for the recent market volatility.
Markets & Investing
Tech nostalgia: In with the old

Tech nostalgia: In with the old

What inspires the recent appeal of obsolete technology.
Technology & Innovation
Where do Treasury yields go from here?

Where do Treasury yields go from here?

09/26/2023
Raymond James Senior Investment Strategist Tracey Manzi discusses the reasons Treasury yields are at multi-decade highs and how long the economy can support those rates.
Economy & Policy
Get Real

Get Real

09/25/2023
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Remote work and its effect on real estate

Remote work and its effect on real estate

A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
The Match Continues: The Fed vs. The Market

The Match Continues: The Fed vs. The Market

09/22/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Hopes bolstered for Fed’s soft landing, but watch building headwinds

Hopes bolstered for Fed’s soft landing, but watch building headwinds

09/22/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Focus on philanthropy this Fall

Focus on philanthropy this Fall

Review key market dates and timely financial planning tasks.
Estate & Giving
Fed elects to skip rate hike at September 2023 FOMC meeting

Fed elects to skip rate hike at September 2023 FOMC meeting

09/20/2023
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
Markets & Investing
Always here for you

 

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