Experienced guidance – confident investing

An experienced investment manager can help to simplify the complexities of managing your wealth and also to simplify your life. Through a disciplined process, we help to answer questions, identify opportunities and guide you to good stewardship of your wealth.

Synthesis Investment Advisory of Raymond James is focused on helping clients to meet Investment Income objectives now, or at given future points in time. Those “future points in time” may even be multi-generational.

Retirement Planning

Financial Planning

Business Planning

Frederick Rickey
Senior Vice President, Investments
Sandra Santos
Senior Client Service Associate

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.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
We are focused on helping clients to meet investment income objectives now, or at given future points in time. Those "future points in time" may even be "Multi-Generational".
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Information & insight

What a difference a data point (or two) makes

05/03/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Earnings season is in the homestretch

05/03/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
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The future at your fingertips

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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