Well-Reasoned Financial Guidance for Every Calculated Move

24/7 Team Photo

We're 24/7. Because opportunity never sleeps.

We're always thinking about our clients, their portfolios and the performance of their investments. At the 24/7 Investment Group of Raymond James, we’re passionately dedicated to pursuing every avenue for enhancing your financial life. That’s well-rounded wealth management and around-the-clock commitment.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Paul Berman Bio Image
Paul B. Berman
Managing Director, Investments
Joshua Rosenzweig Bio Image
Joshua Rosenzweig
Vice President, Investments
Susan Valdivia-Espino Bio Image
Susan Valdivia-Espino
Senior Registered Client Service Associate
Magana Ing Bio Image
Magana "Maggie" Ing
Senior Registered Client Service Associate
Michael Schopler Bio Headshot
Michael Schopler
Financial Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity

Pay off debt with a plan in mind

Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle

City of lights, market of opportunities

07/02/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing

Mega-cap tech stocks continue to lead the way

07/01/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
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The future at your fingertips

 

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