At Palm Avenue Wealth Advisory Group of Raymond James, we understand that your financial goals, aspirations, and investment needs are uniquely yours—and your financial plan should reflect that. With over 125 years of combined experience, our collaborative team works with families and business owners in Sarasota, Florida, and across the country to provide personalized financial planning tailored to your goals, time frame, and risk tolerance.

Our collaborative team includes T.J. Goelz, a Private Wealth Advisor. This designation, awarded by Raymond James, recognizes financial advisors who have demonstrated expertise in anticipating and managing the complex financial needs of high-net-worth individuals, families, and organizations.

From planning for retirement to navigating longevity and providing guardianship services, we’ll be there to help you pursue your personal financial goals throughout every stage of life.