Serving the Owners of successful businesses
Successful, hard working business owners are the backbone of the economy, essential for its growth and prosperity. The innovative products and services they provide fuel America’s spirit of invention. Naturally, we have a lot of respect for business owners. We understand the challenges they often face and have helped many new, growing and mature businesses succeed.
Most importantly, we recognize that your business is unique. Working with you as your trusted financial partner, we’ll take the time to understand your business objectives and help you address a wide variety of essential financial matters, such as asset preservation, cash management, employee retention, insurance, financing, succession planning and, of course, the eventual transfer of wealth to fund your lifestyle in retirement.
Receiving the right financial advice is imperative for taking your business to the next level. We want you to enjoy the confidence of knowing that, in Peninsula Private Wealth, you have a single, trusted source for financial advice – giving you more time to devote to growing your business and achieving your vision.
Your business deserves an “estate plan”
Deciphering Treasury bonds
Dollars and sense: Teaching financial literacy early pays off
Fixed Income is a long-term strategy
The Federal Reserve: Between a rock and a hard (market) place
Shifts in the Fed’s dot plot should set the market’s tone
Giving it all away
- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
- T 248.593.2998
- TF 888.475.2265
- F 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, Florida 34109
- 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.
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