Personal Investments

Smart financial investing isn’t about how much money you have. It’s about what you do with that money. Having a variety of investments is important because it allows you to create a flexible plan based on your current needs and future goals.

Advisory Services

Jumping straight into the deep end of financial investing can be overwhelming. That’s why our financial advisors meet with you to ask about your financial goals and get a better understanding of what kind of investor you want to be. All of our financial advisors are registered representatives of Raymond James, so they specialize in identifying the best investment options for you based on your current assets, future plans and tolerance for risk.

Brokerage Services

Build the portfolio you want with the expertise of your financial advisor. We’ll help you buy and sell the specific stocks, bonds, mutual funds and annuities that align with your financial goals. Your financial advisor will monitor your investments and provide advice based on market performance and trends.

Asset Management

Nobody can predict what the investment market will look like 10 to 20 years from now. That’s why we recommend an asset management strategy that’s designed to help you achieve your financial goals while helping you avoid unnecessary risks. Asset management works by spreading your assets across different types of investments that all react differently to economic developments. This long-term strategy creates a stable portfolio that keeps you moving forward even when the market shifts.

Retirement Accounts

When most people think of their “nest egg” there’s a good chance that it’s sitting inside of a 401k or an Individual Retirement Account (IRA or Roth IRA). Your financial advisor can help you manage your existing account, consolidate accounts and provide retirement account options that may avoid tax penalties.

Traditional IRA

Talk to a financial advisor