Your aspirations. Our wealth management insight.

You deserve wealth management tailored to your passions and aspirations – the aspects of life that make it worth living. Whether that translates to creating a work-optional lifestyle or building a lasting legacy, we can provide thoughtful insight for pursuing your goals.

At the Brechnitz Group of Raymond James, our tenured team applies more than two centuries of combined experience in working with clients, using a robust and detailed approach to wealth management. As your financial partner, we’ll create a personalized plan designed to help you fully experience life.

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Strength in Each Step

To make something truly monumental, start with a strong structure. Inspired by the long-lasting stability of the ancient pyramids, our P3 Investment Process strives to provide confidence that your wealth management plan is built to stand the test of time.

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Passion

Personalized

Progress

A tenured team

Erik-Brechnitz
Erik C. Brechnitz, WMS
Senior Vice President, Investments Wealth Management Specialist
Wally Sparks
Walter Sparks, WMS, CRPC®
Senior Vice President, Investments
Jim Neff
James R. Neff
Senior Vice President, Investments Wealth Management Specialist
Bret Mason
Bret Mason, AAMS®, CRPC®
Senior Vice President, Investments Wealth Management Specialist
Greg Huck
Gregory R. Huck
Senior Vice President, Investments Wealth Management Specialist
Beth Nolan
Beth Nolan, WMS® CFP®
First Vice President, Investments
Shawna Wagers
Shawna R. Wagers
Senior Registered Client Service Associate
Brenda D. Seaberg
Brenda D. Seaberg
Senior Branch Operations Specialist
Jodi Ferguson
Jodi L. Ferguson
Senior Registered Client Service Associate
Brook Conner
Brook N. Conner
Senior Client Service Associate
Mark Huss
Mark Huss
AMP - Financial Advisor
Richard Kaczynski
Richard Kaczynski, CFP®
Director - Advisor Select Director - Advisor Select

The exceptional life depends not on working harder, but on different, even opposite, actions from habit and the crowd.

Ralph Waldo Emerson

Information & insight

Year-End Tax Tips for Businesses

Help improve your bottom line with these tax mitigation strategies.
Business Ownership

Make Your Final Tax-Saving Moves Before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

Weekly Market Snapshot

10/15/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

10/15/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

10/15/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Crosscurrents

10/15/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
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Experienced Counsel that Honors your Aspirations

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