Focused Service, Tailored Solutions, Committed Guidance

The foundation of our relationship is based on open communication and trust. Our clients are given the individualized attention and time that a well thought out financial plan needs. We focus on understanding all the niches of your life so that we can educate and empower you to make financial decisions that are aligned with your goals. We believe planning begins with a thoughtful conversation and a thorough understanding of your needs, followed by a detailed and customized plan. Years of experience has led our team to adopt a long-term, disciplined approach to investing. We will work together to manage your financial plan and modify when appropriate.

HOW WE HELP:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Longevity Planning

WHO WE SERVE:

  • Individuals & Families
  • Retirees
  • Women Investors
  • Business Owners
  • Corporate Executives

Life Events:

  • Homeownership
  • Marriage
  • Addition to Family
  • Job Change
  • Death of a Family Member
  • Getting Divorced
  • Starting a Business

Macro forces are the main driver of the equity market

07/26/2024
Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy

Three building uncertainties weighing on the equity market

07/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

After Biden: What comes next?

07/23/2024

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
Markets & Investing

10 common scams and how to avoid them

Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation

Biden withdrawal announcement: Large market reaction unlikely

07/22/2024
Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing

Reinvestment risk

07/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Going beyond political headlines is critical

07/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Economic growth, inflation, expected to downshift in second half

07/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The good business of saving for someone else's retirement

As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

Schedule Introduction

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sunstone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use