We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
At Viewpoint Wealth Management of Raymond James, we strive to help our clients build and maintain financial freedom to experience their best life possible, whatever view that is for them. We are passionate about helping our clients to define their life goals, and then connect their finances to them.
As founding members of Viewpoint Wealth Management of Raymond James, we have been working together since 2007, and combined we have over 35 years of experience in the financial services profession.
We are passionate about teaching you to see the connection between your finances and life goals. We fully inform you on the strategies that will help you achieve those goals, whether that be planning for a comfortable retirement, preparing for a business transition, or leaving a personal or charitable legacy.
We gain a full understanding of your current situation, where you want to go, and what gives your life meaning. We work together to create a road map that looks at all aspects of your financial life, and then implement a plan to help you achieve those objectives.
We work with you to anticipate inevitable life events, to be financially prepared for them by regularly assessing your situation, and creating the action plan necessary to address and manage them ahead of time when possible.
We help you follow through on financial commitments by working with you to prioritize your goals, implement strategies toward achieving them, and regularly review your progress.
We bring unbiased insight from the outside to help you avoid emotionally driven decisions in important money matters, consult with you at critical moments of decision making, and provide information to help you make decisions. We offer transparency around our own costs and compensation.
Because of our connection, we feel our clients are an extension of our family, and we always have your best interest at heart. We strive to be our clients’ go to confidant.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.