Invest with experienced guidance
Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.
A Place WhereINVESTMENT PORTFOLIOS ARE STILL Built By Hand
Before the age of mass production and self-service, there were specialists who were masters of their crafts, from woodworkers to goldsmiths. They took great pride in their work, knew their clients personally and held them in high regard.
At Pucci Financial of Raymond James, we too have a specialty – customizing investment portfolios to the specific goals and investment needs of every client we serve. Our team applies more than 100 years of combined experience to carefully selecting every investment to help ensure the best fit for your life.
In our view, your investment portfolio was never intended to be a packaged good. If that seems old-fashioned to those on Wall Street, we remain steadfastly unapologetic.
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IF BUILDING PORTFOLIOS BY HAND
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SEEMS OLD-FASHIONED,
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WE REMAIN
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STEADFASTLY UNAPOLOGETIC
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