Our Clients

The clients we serve encompass a diverse range of generations, occupations and locations. They include business owners, multigenerational families and corporate executives. They are quiet about their success, but enjoy their successful lifestyles. They have a strong sense of loyalty, and as a result, we find ourselves serving two and even three generations of their families.

While their financial situations vary greatly, one commonality is their desire to manage and grow their wealth, while mitigating risks such as inflation, taxes and others. We apply our extensive knowledge and capabilities to customizing financial strategies designed to help them achieve their vision. We are very connected to the financial and personal lives of our clients, and pride ourselves on building trusted, long-term relationships with those we serve.

The many lives of the U.S. consumer

12/08/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Inflation remains on a downward path

12/08/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity

A volatile year with a silver lining

12/04/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

When would it be ok to start cutting rates, and by how much?

12/01/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Recapping November’s key market events

12/01/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Equities rebound in November, ending a three-month slide

11/30/2023
The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle

Understanding the difference between long-term care and long-term disability

A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity

Bond market perspective

11/27/2023
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

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Peninsula Private Wealth Management of Raymond James

 

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.

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