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Robinton Wealth Management Services
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Planning to last

Wealth is about many things – many successes, many goals, many people – so to effectively build wealth, I serve its many aspects. Through Raymond James, I offer a wide range of comprehensive financial planning and investment solutions to help an array of clients – from families just beginning to accumulate assets and plan for children’s futures to professionals transitioning from successful careers to rewarding retirements.

Retirement Planning
Charting a course for unique retirement goals

Financial Planning
Creating an individual, comprehensive plan for financial success

College Planning
Building a brighter future for a child or grandchild

Estate Planning
Drawing from the past to build a legacy for the future

Asset Allocation
Ensuring that assets are sensibly distributed among investment vehicles

Wealth Management
Managing substantial assets from day to day and over the long term

Mutual Funds
Making the most of investor purchasing power

Selecting appropriate stocks for individual needs and ultimate goals

Determining if the regular income and tax benefits of bonds are a good fit

Raymond James Bank
We work with banking consultants with Raymond James Bank for your banking needs.