Planning for tomorrow should be an enjoyable experience

Getting financial advice shouldn’t feel like going in for a root canal. We want you to think of it as a welcome visit to help you facilitate your goals and move forward in life. We strive to make the process comfortable and unintimidating, and we want you to feel at ease when we’re about talking about the personal details of your financial situation.

We believe in having casual conversations as opposed to subjecting you to some sales-driven approach. We’ll listen carefully to get to the heart of the matter in a manner that lets you know you’ve been heard. We want you to come away with a better picture of what the phases of your life will look like through planning. The focus is on spending and saving – and staying on track.

To help you understand your priorities in a visual way, and to show different projections for your future, we also make use of sophisticated planning software from Raymond James called Goal Planning & Monitoring.

Our trusted team will work with you to develop and execute a custom financial plan that addresses all aspects of your life, so you can focus on the right mix of spending and saving that’s right for you.

We maintain relationships with Raymond James professionals in a variety of financial disciplines at the firm’s home office right here in St. Petersburg, Florida – to supplement our capabilities with their specialized knowledge and support.

We’ll stay in regular contact with you and reach out if anything needs to be specifically addressed. Our whole team will be here for you, always available to clients by phone, in the office or planned visits outside our office.

While pursuing your goals and managing your investments is certainly serious business and a responsibility we don’t take lightly, we’ll work hard to ensure that you and your family will feel right at home here at North Shore Wealth Management of Raymond James.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

“Our trusted team works with you to develop and execute a custom financial plan that is right for your life.”
Thomas J. Powers; Senior Vice President, Investments