Adding fresh perspective to your finances
Every so often in life, you experience a moment that makes you see your situation with new eyes, or makes your purpose crystal clear. Applying that clarity of perspective to your financial life is our mission at Vantage Point Advisors of Raymond James.
We get to know you and the future you envision inside and out, so we can create a comprehensive wealth plan to get you there.
Everything in life is a financial decision – so we talk about it all, gathering these snapshots to assemble the bigger picture. At each milestone and turning point you encounter, we’ll be by your side. Using decades of experience to guide you, we’ll cast new light on the path ahead.
Meet Our Team
As your center point of guidance, we meet with your outside professionals to help ensure everything is working in harmony toward your goals.
We serve the distinct needs of a diverse set of clients, including affluent families, business owners, corporate executives and retirees.