Joy M. Rockwood Bart Klipstein Kevin J. Guille

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Business Owners Unique solutions for business owners and entrepreneurs. Learn More

Corporate Retirement Plans Helping you establish and oversee a variety of plans. Learn More

Families A pragmatic approach to wealth management. Learn More

Family Offices Sophisticated expertise in planning for today and future generations. Learn More

Non-Profits Expertise to support the unique needs and goals of non-profits Learn More

Retirees Nurturing wealth so you can live a longer, better life. Learn More

Sudden Wealth Confidently manage your new assets with the guidance of our experienced team. Learn More

Women Investors Understanding the challenges women face and how to help. Learn More

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

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“If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.”

Andrew Carnegie

Expertise

Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

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Resources

Vital to Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

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Commitment

Worth Mentioning

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.