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, 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®
AMP - Financial Advisor

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

Ralph Waldo Emerson

Information & insight

Nontraditional Assets Can Complement a Diversified Portfolio

For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Markets & Investing

Why Contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Did You Know 529s Are Powerful Estate Planning Tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

A Step-by-Step Guide to Hosting a Family Meeting

Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle

Take-Home Income

07/26/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly Market Snapshot

07/23/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
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Experienced Counsel that Honors your Aspirations

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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