Skip to content
Peninsula Private Wealth of Raymond JamesPeninsula Private Wealth of Raymond James
  • Home
  • About Us
    • About Us
    • Financial Advisors (Birmingham)
      • Financial Advisors (Birmingham)
      • John Schindler
      • Jeffrey Davies
      • Scott Bennett
      • Chuck Phillipson
      • Christian Allen
      • Austin Farah
      • Dawson Carpenter
    • Financial Advisors (Denver)
      • Financial Advisors (Denver)
      • John Schindler
      • John Noah Schindler
    • Client Service Team
      • Client Service Team
      • Farrah Brown-Smith
      • Yvonne Carver
      • Andrea Roll
      • Elizabeth Mabley
      • Niki Zibisky
      • Nathalie Tufenkjian
    • Credentials & Designations
    • Giving Back
    • Our Approach
    • Working with Professional Partners
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Private & Multi-Generational Wealth
    • Executives
    • Women Investors
  • Our Services
    • Our Services
    • Investment Management & Planning Strategies
    • Business Planning & Succession Planning
    • Investment Banking
    • Banking & Lending Solutions
    • Estate Planning & Trust Services
  • Resources
    • Resources
    • Whitepapers & Webinars
    • Commentary & Insights by Raymond James
    • Client Access Videos
    • Our Promise keeping your personal information safe
    • What to Bring to Your First Meeting
    • WorthWhile
  • Media
    • Media
    • Videos
    • Webinars
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Client Access Videos
  • Raymond James Financial
    325 N Old Woodward Ave Ste 320 Birmingham, MI 48009 T: +1.248.593.2998 TF: 888.475.2265 F: +1.866.522.9597
    Map and Directions Map and Directions
  • Raymond James & Associates
    20 W Washington St Suite 2 Clarkston, MI 48326
    Map and Directions Map and Directions
  • Raymond James Financial
    1421 Pine Ridge Rd. Suite 300 Naples, FL 34109
    Map and Directions Map and Directions
  • Raymond James & Associates
    100 Saint Paul St. Suite 600 Denver, CO 80206
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Investment Strategy
    • Longevity Planning
  • Media
    • Article
    • Infographic
    • Video
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
What is Qualified Small Business Stock?
Explore a tax exemption designed to reward emerging businesses and their investors
Business Ownership
Read
View
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
The new shape of the American family
An evolution of care, connection and independence.
Family & Lifestyle
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Read
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing
Read
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Resilience by construction: how index evolution drives earnings strength
7/20/2026
Equity markets have shown resilience amid persistent headwinds, supported by index evolution and earnings strength
Markets & Investing
Rediscovering joy through childlike living
Bringing small moments of play, wonder and rest back into daily life comes with big benefits.
Family & Lifestyle
Luxury on the water
Yacht vacations within reach for today’s traveler
Family & Lifestyle

Connect with us

Request a meeting
Peninsula Private Wealth of Raymond JamesPeninsula Private Wealth of Raymond James
facebooklinkedininstagramyoutubeenvelope
Peninsula Private Wealth Management of Raymond James
Request A Meeting
  • 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009
  • T +1.248.593.2998
  • TF 888.475.2265
  • F +1.866.522.9597
  • Map & Directions
  • Map & Directions
  • 20 W Washington St Suite 2 Clarkston, MI 48326
  • Map & Directions
  • Map & Directions
  • 1421 Pine Ridge Rd. Suite 300 Naples, FL 34109
  • Map & Directions
  • Map & Directions
  • 100 Saint Paul St. Suite 600 Denver, CO 80206
  • Map & Directions
  • Map & Directions

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.


Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use