• Home
  • Who We Serve
    • Who We Serve
    • Aerospace Professionals
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Families & Individuals
    • Retirees
    • Women Investors
  • Services
    • Services
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Institutional Consulting
    • Investment Solutions
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • About Us
    • About Us
    • Steven Wilmarth
    • Cole Wilmarth
    • Victoria Wilmarth
    • Alek Goltzman
    • Claudia Hubbs
    • Our Partners
      • Our Partners
      • Nicholas Lacy
    • Our Approach
    • What Makes Us Different
    • In the Community
    • About Raymond James
  • News to Use Now
  • Resources
    • Resources
    • WorthWhile
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Newsletters
    • Retirement and Longevity
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Videos of Interest
    • Articles of Interest
    • Consumer Alerts
    • Healthcare Costs in Retirement
    • Press Releases
    • Client Access Videos
  • Our Observations
    • Our Observations
    • Steven's Sentiments
    • Cole's Comments
    • Guest Blog
  • Contact
  • Client Access
    • Client Access
    • Forgot your password? Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources
  • Raymond James & Associates
    202 N Harbor City Blvd Ste 200 Melbourne, FL 32935 D: 321.253.7911 F: 866.522.9580 TF: 800.838.4488
    Map and Directions Map and Directions

Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us
linkedin

CONNECT WITH US

  • Wilmarth Private Wealth Management Of Raymond James
  • Raymond James & Associates: 202 N Harbor City Blvd Ste 200 Melbourne, FL 32935
  • D: 321.253.7911
  • F: 866.522.9580
  • TF: 800.838.4488
  • Map & Directions
  • Map & Directions
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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2020 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC  |  Privacy Policy   |   Terms of Use |  Legal Disclosures