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
J. 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®
Senior Vice President, Investments
Shawna Wagers
Shawna R. Wagers
Practice Business Manager
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 Andrew Huss
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

Debt ceiling: Common sense prevailed

06/02/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market moves back to focusing on the fundamentals

06/02/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving

Outlining market lessons learned as summer starts

06/01/2023
Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
Markets & Investing

Conflicting signals add uncertainty to Fed's rate path

05/31/2023
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
Markets & Investing

Debt ceiling deal – what's in it?

05/31/2023
Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
Economy & Policy
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Experienced Counsel that Honors your Aspirations

 

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