A disciplined approach to wealth management

“Our focus is first on the health and safety of our associates and advisors and their clients”
Paul Reilly – CEO, Raymond James & Associates

Throughout this crisis, WBO Partners remain committed to supporting our clients, our colleagues and our community. By accessing our global resources and intellectual capital we will support you in navigating this difficult period. Most of all, we are available, so please don’t hesitate to reach out to us if we can assist. As the Covid19 Pandemic necessitates us to maintain social distance, WBO Partners team members are working from our respective home offices. Please continue to reach us via our direct office numbers and or email.

Together we will find the way.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Bo Bragaw
Bo Bragaw, AIF ®
Managing Director Client Advisor
Weldon
William Weldon
Managing Director Client Advisor
Tara Orendorff
Tara Orendorff, AIF®
Vice President Client Advisor
Norman Townsend, CFP®
Vice President Client Advisor
Brian Davies
Brian Davies
Senior Client Relationship Associate
Ed Bergen Bio Photo
Edwin Bergen II, AAMS®
Senior Registered Client Relationship Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Tax Tweaks Often Affect Givers’ “How” but not Their “Why”

10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving

Did You Know 529s Are Powerful Estate Planning Tools?

10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving

Don’t Fall for These Two Phone-Related Scams

10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology

Yes. It Matters!

10/19/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Adaption

10/16/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Market Snapshot

10/16/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Background Rotating Sphere Pattern

The future at your fingertips

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.

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