Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

About our move

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Get to know Our Team

Andrew Widing
Andrew C.R. Widing
Senior Vice President, Investments 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.

Information & insight

Remember when (almost) everyone was saying that U.S. businesses were hoarding workers?

08/23/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

Five lessons learned as summer comes to an end

08/23/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

Assembling your wealth planning team

Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Read
Retirement & Longevity

The long term approach vs. short term noise

08/19/2024
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Reviewing the key themes that emerged from earnings season

08/16/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

Housing, inflation, and America's renters, all have an Airbnb problem

08/16/2024
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Read
Economy & Policy

Understanding the types of endowments

How to maximize your impact through long-term support.
Read
Estate & Giving

Why the “no debt” approach isn’t optimal for every investor

Your portfolio can be the key to managing cash and maintaining flexibility.
Read
Markets & Investing

Infographic: College majors for bright futures and lucrative careers

Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
View
Family & Lifestyle

Where are Treasury yields headed?

08/13/2024
Raymond James Senior Investment Strategist Tracey Manzi shares the factors that may point to there being limited room for a meaningful rally in yields from current levels.
Watch Video
Economy & Policy

Long-term strategic fixed income allocation

08/12/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Giving some context to real estate concerns

08/09/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Background Rotating Sphere Pattern

The future at your fingertips

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 our office for information and availability.

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