Big. Picture. Wealth. Planning. Process

The Big. Picture. Wealth. Planning. Process begins with a discussion where you speak and we listen, not the other way around. This comprehensive conversation was devised with one clear objective in mind – to get to know you in a holistic way so that we can create a financial roadmap for you and your family.

We then will help you systematically implement our agreed upon recommendations. Our recommendations are designed to increase the probability of success of achieving your lifetime goals. We will make adjustments to your roadmap over time as your life evolves.

Unlike many of our competitors, our investment recommendations are just a part of the Big. Picture. Wealth. Planning. Process. We will also give you advice with regard to your insurance, banking, retirement income and estate plan as they pertain to your financial big picture.

Give us a call today to schedule a complimentary consultation to learn more.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Nevada Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Nevada Family Wealth and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and investors may incur a profit or a loss. Past performance does not guarantee future results.


“If you make listening and observation your occupation, you will gain much more than you can by talk.”

Robert Baden-Powell