See your financial life in a new light

The story of how humans navigate the world is ultimately about math. In the era of sextants and slide rules, we had to calculate and use the stars and our ingenuity to find our way. In the modern world of GPS, the complex calculations are completed seamlessly behind the scenes.

That seamless experience is what we strive for at Charted Course Wealth Management of Raymond James.

Why we're different

When you have questions we can guide you to the answer

Am I on track for retirement?

A: Through our financial planning process, we can assess your progress toward retirement and other goals.

Will my family be OK if something happens to me?

A: Working with your other professional advisors, we can help coordinate a comprehensive estate plan.

I want to sell my business and retire – where do I start?

A: We have helped many entrepreneurs create a successful exit plan, and we can put that knowledge to work for you.
Retirees

Retirees

06/10/2018
Focusing on preserving and managing your retirement assets
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Families & Individuals

Families & Individuals

06/08/2018
Personalizing guidance for every member and generation of your fa...
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Business Owners

Business Owners

06/10/2018
Helping you manage personal finances and capitalize on your succe...
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Women Investors

Women Investors

06/10/2018
Helping you pursue your vision of financial independence
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Corporate Executives

Corporate Executives

06/08/2018
Benefits planning and financial strategies for high-powered caree...
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping busy professionals manage essential financial matters
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Our Team

Learn about the paths we’ve taken in life and how we can help you along yours.

MEET YOUR TEAM
Charted Course Wealth Management team photo

Pictured from left:
Anne Gotingco, Robert Gonzales and Kenneth Judd

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

What to keep an eye on after the election

11/01/2024
While politics ranks eighth out of his team's 10 investing factors, Raymond James CIO Larry Adam shares several important political insights that will help shape their views.
Watch Video
Economy & Policy

Oh, no, a three-handed economist

11/01/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Fundamentals matter more than politics for markets

11/01/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Late tech losses sink October equity market gains

10/31/2024
The S&P 500 narrowly misses a sixth consecutive month with positive performance.
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Markets & Investing

Dispelling Medicare misconceptions

Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
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Retirement & Longevity

Using securities-based lending to fund business growth

Invest in your business without disrupting your investments.
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Business Ownership

SHED SOME LIGHT ON YOUR FINANCES we’ll guide the way

CONTACT US

 

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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