A disciplined approach to wealth management
We are pleased to announce that G.D. “Bo” Bragaw, III, has been named to the Forbes’ 2022 List of Best-in-State Wealth Advisors.
“This national recognition for Bo and WBO Partners acknowledges their commitment to clients and passion for assisting families and institutions to reach their financial goal.”
Marcus Aiello – Mid Atlantic Regional Executive
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK® Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
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.
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.
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.
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
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.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
Information & insight
Weekly investment strategy
Review the latest Weekly Headings by CIO Larry Adam.
Currency: The Economy’s Shock Absorber
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Weekly market guide
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.