Together we reach farther
We work collaboratively, share our strengths and expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and professional guidance.
At Palm Avenue Wealth Advisory Group of Raymond James, we know your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. With over 125 years of combined experience, we work with families in Sarasota, Florida, and across the country to provide personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you pursue your personal financial goals throughout your life, from planning for your retirement to navigating longevity and providing guardianship services.
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.