THOUGHTFUL PLANNING for the future you’ve envisioned

Visiting every NHL arena. Tending a show-stopper of a garden. Running a marathon. Kicking your feet up somewhere palm trees sway. Whatever your retirement dream may be, the team at Russell Winkler Private Wealth Management of Raymond James has the experience and skill to help you pursue it. We begin by building a deeper understanding of your needs and goals, then create a custom financial plan to help you along your chosen path. You’ve come a long way. We’re here to help you go further.

A forward-thinking team

Jon

Russell, CFP^® Senior Vice President, Investments

Ryan Matthew Winkler

Vice President, Investments

Becca

Downing Senior Client Service Associate

Michael Hudzik,

CRPC^® Investment Portfolio Analyst

MaryAnne

Theriault Senior Client Service Associate

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Mature woman sitting on terrace, with cherries on table

Finding a way to see the world

With the workplace in her rearview mirror, Anita was ready to explore the world. We helped this newly retired woman find her way with a custom financial plan.

Mature businesswoman using phone while traveling by a taxi

Personalizing a plan for the next chapter

Nicole was ready to sell her business, but she wanted to make sure she was set up well for the future. We helped her prepare for this momentous event.

Bringing the focus back where it matters

Tom, a physician, came to us wanting to sort out an estate plan for his blended family and get his financial life in order. We helped him consider new possibilities for both.

The hypothetical examples above are for illustrative purposes and are not representative of any actual experience. Individual results will vary.

A SPECIALTY IN PLANNING FOR RETIREMENT

Helping you plan for retirement – and optimizing your retirement income once you’ve retired – is a specialty of our team. Through detailed cash-flow analysis and customized strategies, we help you create a road map for the years ahead.

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Planning is bringing the future into the present so that you can do something about it now.

Alan Lakein