A disciplined approach to wealth management

We help manage, grow and preserve your wealth, examining each financial detail and building your legacy with each strategic decision. Our personalized attention, deep resources and exclusive access to high-caliber investment offerings go beyond the ordinary for a reason. When these components combine, they transform into something greater – a truly comprehensive approach to financial well-being.

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
Brian Davies
Brian Davies
Senior 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

Did You Know 529s Are Powerful Estate Planning Tools?

08/20/2019
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving

Why $15 Trillion of Global Debt Yields Less Than 0%

08/20/2019
CIO Larry Adam explains how the European Central Bank's extensive bond purchases have driven prices up and yields down – all the way into negative territory.
Markets & Investing

Fixed Income... Measured in Years, Not Moments

08/19/2019
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Fixed Income Market Commentary

08/19/2019
Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.
Markets & Investing

Remember: The Market and the Economy Aren’t the Same Thing

08/19/2019
The bond market flashed what many see as a caution sign – but fundamentals, prior downturn timelines and an approaching election all suggest we won’t see a recession for at least a year.
Markets & Investing

Weekly Investment Strategy

08/16/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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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.

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