Invest with experienced guidance
Times change and priorities shift, but you can count on us to be there for you
At Rodenberg Asset Management of Raymond James, we have a strong connection to Charleston. Our heritage here goes back to a simpler time when corner stores, like our family's grocery, were full of smiling, helpful employees.
Sometimes it's good to see history repeat itself. We still believe in personal service and thoughtful attention to detail as we cross generations and industries to help provide you with the customized financial guidance you deserve.
By spending time with you to truly understand your concerns, goals and aspirations, we can provide a tailored plan designed to help build and transfer wealth, and preserve your assets. All the while, coordinating with your other professional advisors for a truly holistic, long-term financial plan that evolves as your life does.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.