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

Trim your future tax bill by thinking ahead

Don’t procrastinate when it comes to prepping for tax season.
Tax Planning

Future-focused communication can help your heirs flourish

Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving

Aligning specialized investments with values to create change

Ask the right questions to pursue specific goals.
Technology & Innovation

What’s the Fed’s game plan for the months ahead?

10/03/2022
As billions of fans eagerly await the 2022 World Cup, CIO Larry Adam draws parallels between the globe’s most popular sport and the current investing environment.
Markets & Investing

Advantageous timing in fixed income?

10/03/2022
By Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Stocks tumble 10% in September; recession approaching?

10/03/2022
The S&P 500, NASDAQ and Dow have all fallen more than 20% from their year-end levels.
Markets & Investing
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Experienced Counsel that Honors your Aspirations

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