Skip to content
twitterfacebookenvelope
  • T: 980.376.4020
Feel free to reach out.
  • Your Team
    • Your Team
    • Gene Marx
    • Catherine Hunter
    • Taylor Racer
    • Client Bill of Rights
    • Giving Back
    • About Raymond James
  • You
    • You
    • Professionals
    • Women
    • Retirees
  • Your Experience
    • Your Experience
    • Investment Philosophy
    • Investment Strategy
    • What to Expect as a Client
  • Our Services
  • Knowledge Center
    • Knowledge Center
    • Worthwhile
  • Contact Us
    • Contact Us
    • Refer a Friend
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Location:
    2115 Rexford Rd Suite 430 Charlotte, NC 28211 T: 980.376.4020
    Map and Directions Map and Directions
Marx Wealth Management of Raymond JamesMarx Wealth Management of Raymond James
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Goal Planning
    • Investment Strategy
  • Media
    • Article
    • Infographic
    • Video
Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
View
Read
Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Marx Wealth Management of Raymond JamesMarx Wealth Management of Raymond James
  • Location: 2115 Rexford Rd Suite 430 Charlotte, NC 28211
  • T 980.376.4020
  • Map & Directions
  • Map & Directions
twitterfacebookenvelope

 

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Raymond James Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use