FINANCIAL INDEPENDENCE IS IN YOUR HANDS

You need an experienced guide to help you navigate pivotal financial decisions. Someone who empowers you to pursue your goals via a custom financial plan. That compassionate and personalized guidance is what you’ll find at Schutte Wealth Management of Raymond James. Our perspective is inspired by our own experiences with complex situations – such as divorce and widowhood – and these hard-won lessons combine with our technical knowledge to create a comprehensive approach to wealth management that puts you first. Your goals for your life, your family and your retirement – the power to make strides toward them is in your hands.

Comprehensive Planning

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.

Financial Planning

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.

Retirement Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Education Planning

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.

Get to know Our Team

Betty
Betty Schutte-Box, CFP®
Senior Vice President, Investments
Liz Schutte
Elizabeth Gillis
Client Service Associate

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

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.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
“Happiness is not something you postpone for the future; it is something you design for the present.”
Jim Rohn

Information & insight

Federal Reserve cuts interest rates for first time in four years

09/18/2024
The half-percentage point reduction at the September 17-18 FOMC meeting represents the largest non-COVID era cut by the Fed since 2008.
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Markets & Investing

Deciphering Treasury bonds

Why Treasury bonds could be beneficial in the current climate.
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Markets & Investing

Dollars and sense: Teaching financial literacy early pays off

Discover money lessons that set children up for success.
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Family & Lifestyle

Fixed Income is a long-term strategy

09/16/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

The Federal Reserve: Between a rock and a hard (market) place

09/13/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Shifts in the Fed’s dot plot should set the market’s tone

09/13/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

 

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