A team You can count on

They say it takes a village, and we couldn’t agree more. Every person brings distinct strengths and perspectives, and we believe that combining those talents is what makes our team stand out.

At Winter Park Wealth Group (WPWG), we take a deeply personal, community-rooted approach backed by over a century of combined experience, distinguished professional credentials and the strength and stability of Raymond James. As a homegrown team with roots in Central Florida, we bring a shared passion for our community and a vested interest in its success. In fact, long-time residents of Winter Park know our office as the old Florida Gas building.

Beyond investment strategy, we offer comprehensive financial planning that touches every facet of life, and pride ourselves on being accessible for any question, no matter how big or small. Working together, we focus on guiding our clients – our friends – toward their financial goals. Building a loyal, long-term relationship with you is what allows us to deliver thoughtful, personalized guidance every step of the way.