A personalized approach to managing wealth

LOOK FORWARD TO A BRIGHT FINANCIAL FUTURE.

Boggs Huffman Wealth Management of Raymond James carefully guides you through the complex financial landscape, building plans that aim to align with your specific retirement and legacy goals. Through a hands-on, client-focused approach that leverages our extensive experience and expertise, we’ll help you gain confidence in your financial future.

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.

Business Planning

Estate, Charitable Giving & Trust

Financial Planning

Longevity Planning

Portfolio Management

Retirement Planning

Get to know Our Team

Aimee Boggs bio image.
Aimee L. Boggs, WMS, BFA
Senior Vice President, Investments
Dave Huffman bio image.
David M. Huffman, WMS
Senior Vice President, Investments
Amanda Austin
Amanda Austin
Financial Planning Consultant
amelia riverside
Amelia Gallagher
Registered Client Service 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.
What you do makes a difference, and you have to decide what kind of difference you want to make.
Jane Goodall

Information & insight

Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares holiday dynamics that are in better places than a year ago.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
How to inspire charitable values for generations to come.
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Estate & Giving
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
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The future at your fingertips

 

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