FINANCIAL planning that goes farther
Everyone has a financial destination – the place they'd like to end up, the rewards they hope to enjoy, the people they want to share it all with. Our goal as financial professionals is to work with you to define that ideal for yourself and then help you move confidently and strategically toward it.
The sextant is a nautical tool used to determine position by measuring celestial bodies against the horizon. It can also establish the precise distance between two points – and going from one point to the next is an integral part of our work. At The Sextant Wealth Advisory Group of Raymond James & Associates, we provide the tools and guidance to help you go from success to significance.
Guidance for your financial journey
The Sextant Wealth Advisory Group has a long history of helping investors reach their goals. And we believe that our clients' success hinges not simply on our skill, but on the relationships we build with each of them.
Over more than 85 years of combined industry experience, we've learned that taking success farther requires more than financial planning – it requires financial partnership. So, as we help you plan for where you're going, we strive to build a deeper understanding of who you are and where you have been.