Trusted financial guidancefor all of life’s journey

While there are many treasured moments in life, there are those that have a more lasting impact – marriage, the birth of a child or grandchild, the purchase or sale of a business and, of course, retirement. At Bauman Wealth Management of Raymond James, we help you plan for the milestones in your life.

We go beyond just investment planning to help you address every matter money touches – from setting up trusts to providing insurance solutions to protect your family. Count on us for comprehensive wealth management that takes into consideration every stage of your life and every generation of your family.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.