A personalized approach to managing wealth
In today's rapidly evolving global economy, effective wealth management demands a unique blend of vigilance, expertise, and foresight. Through our long-standing partnerships with clients and their professional advisors, including attorneys and accountants, we have developed sophisticated wealth management plans designed to maximize wealth utilization while safeguarding its future. We will provide you with personalized services, support, and guidance tailored to your distinct financial goals, aiming to make a meaningful impact on your financial trajectory.
Services we offer
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.
Investment Management
As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
News & resources
Reviewing market and economic performance during the Biden administration
Is this what the Dr. ordered?
Staging in place: Future proofing in the present
Why do the wealthy borrow? Sometimes, debt makes sense
Bonds – The dual benefit
Labor market strong, but normalization continues
Bond yields surge’s potential impacts on the equity market
What you need to know about freezing your credit
Tech nostalgia: In with the old
- Ammerman Wealth Management
- 240 Canal Blvd., Suite 6 Ponte Vedra Beach, FL 32082
- T 904.544.7920
- F 904.544.7921
- TF 833.216.7220
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.. Ammerman Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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