Private Wealth Management for the successful life you lead

You have worked hard and made smart decisions along the way in your business or career. As a result, you have accumulated significant assets and are interested in preserving your wealth, managing risk and mitigating taxes. You want estate planning advice for leaving a legacy for your family or community.

You wisely want to work with a knowledgeable advisory team you can trust and can call on at any time to ask a question and receive a thoughtful response.

At Sapientia Private Wealth Management, we have made a practice out of serving a select group of families and individuals who expect a comprehensive approach that addresses every aspect of their financial lives, all with an uncompromised degree of personal attention.

We offer guidance to help you build, run and eventually sell your business when you’re ready to retire.
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We help you navigate your company retirement plan, stock options and executive compensation.
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Niches
We address the priorities in your life, from managing and preserving wealth to preparing for retirement.
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We provide strategies for preserving your assets and providing monthly income for living in retirement.
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We help you thoughtfully plan and prepare for retirement, the most significant transition in your life.
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We offer guidance for women to specifically address their unique financial goals, needs and concerns.
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Personalizing a financial plan that fits your life

Professional designations that help us serve you

Helping business owners prepare for a future sale

An experienced Perspective

Gary Cook

Gary R.

Cook, CIMA®, AIF®, CRPC®, CEPA Founder & CEO, SPWM Private Wealth Advisor, RJFS
Beth Decker

Beth L.

Decker, ChFC®, AWMA®, AEP® Co-Founder & Chief Operating Officer, SPWM Private Wealth Advisor, RJFS
Jill Hussey

Jill M.

Hussey Chief Administrative Officer, SPWM Client Services Manager, RJFS
Michael Busse

Michael R. Busse

Financial Advisor
The name of our practice – sapientia, Latin for wisdom and discernment – reflects our emphasis on providing insightful investment advice in every engagement.
Gary R. Cook, CIMA®, CEPA, AIF®, CRPC®; Founder & Chief Executive Officer, SPWM; Private Wealth Advisor, RJFS
Sophisticated wealth management
Always here for you

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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.

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

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