A personalized approach to managing wealth

TRUSTED EXECUTIVE ADVICEfor the business of your life

You lead a high-impact life, advancing your organization, caring for your loved ones, and contributing to the community. Regardless of how many titles you hold, you also carry this one – CEO of your life.

Our mission is to help you build a life filled with wealth and well-being.

At Southpointe Wealth Management of Raymond James, we specialize in providing tailored financial guidance to dynamic and diverse leaders. We understand that the “business of your life” is unique and influenced by your personal experiences, goals, and cultural dynamics. Our bespoke approach appreciates and respects both your individuality and demanding lifestyle.

Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Patrick-Botula

Patrick

Botula Senior Investment Portfolio Analyst
Laura Freedman

Laura

Freedman Senior Vice President, Wealth Management
Amanda Swick

Amanda

Swick Registered Client Service Associate
What you do today can improve all your tomorrows.
Ralph Marston
Always here for you

 

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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