Knowing you well is what inspires our best advice

We believe that even the most knowledgeable financial advisor can only be of optimal benefit when they know you well. That’s because financial planning is truly personal, a reflection of what’s important to you and all you aspire to achieve. At LJW Wealth Management of Raymond James, we use all we learn about you to create a custom financial plan that fits your life and plots a path to your goals.

Financial guidance that’s a breath of fresh air

As your trusted financial partner, our goal is to make a difference in your life in a refreshingly different kind of way. We do so not only by putting our decades of financial industry experience to work for you, but by making our meetings feel as comfortable as friends sitting around the kitchen table.

Get to know us

We are focused on bringing value to your life and being a resource for anything you need.
Lisa J. Walsh, Founder of LJW Wealth Management of Raymond James