Prudent planning and investing Your path to a confident future

Life is an ever-winding journey. As major milestones and changing markets come into view around each turn, new goals, opportunities and challenges appear. You want sure-footed financial guidance to help you navigate the way forward.

At The Birch Lane Group of Raymond James, we regard your financial planning as an ongoing process that evolves as your life does, and helps guide you on your way to a confident future. One thing you can know for sure: Moving confidently toward your goals begins here at Birch Lane.

Our team (left to right): Donna H. Colucci, CFP®; Randall Francis Watsek, CFP®, CFA®; Tricia Jones, Registered Client Service Associate

Trusted financial guides for your life’s journey

Our team will apply more than a century of combined financial experience to gain a deep understanding of who you are, build a custom financial plan that fits you and your family, and help simplify your busy and complex life.

Get to know us

Factors that demonstrate our difference

Points of distinction that serve as reasons you should give serious consideration to trusting your essential financial matters to us.

Why work with a CFP^® & CFA^®

Our team holds multiple professional credentials and designations that help us serve the specific and complex needs of our clients.

An encapsulated view of our vision & principles

An investment philosophy that encompasses our beliefs, guides our actions and drives our passion for the financial well-being of our clients.

Guidance for important needs, from cashflow management to exit strategies, designed to help build your business and personal wealth.

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Advice for incorporating your company retirement plan, stock options and executive compensation into a comprehensive financial plan

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Customized financial planning for addressing your priorities, from managing and preserving wealth to preparing for retirement

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Strategies for addressing the unique financial issues facing physicians, from asset preservation to managing wealth and risk

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Planning and preparation for your goal of enjoying a comfortable retirement, and help with the transition when it’s time

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Strategies for preserving your assets and providing monthly income for retirement to help you maintain your quality of life

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We bring a background of more than 25 years in financial planning and money management. We use this experience, an understanding of your personal situation, and our own investment research to serve your needs and goals.

Randall Francis Watsek, CFP^®, CFA^®, Financial Advisor

The Birch Lane Group of Raymond James

Prudent planning and investing Your path to a confident future