Pursuing your financial goals with experienced guidance

Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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Helping you and your family prepare for the coming years in retirement.
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Helping you establish and oversee a variety of plans
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Sophisticated expertise in planning for today and future generations
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Providing objective, strategic advice and operational support as needed
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Our intense client focus and ability to work closely with specialists enable us to solve problems as they arise and deliver a seamless experience.
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Trusted and comprehensive guidance to support your needs and corporate mission
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Delivering strategic solutions to support and sustain the mission of your foundation
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You are the center of our attention

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.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

Pursuing your financial goals with experienced guidance

Always here for you

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Montagna Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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