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

Macro forces are the main driver of the equity market

07/26/2024
Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy

July FOMC meeting preview

07/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Three building uncertainties weighing on the equity market

07/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

After Biden: What comes next?

07/23/2024

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
Markets & Investing

10 common scams and how to avoid them

Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation

Biden withdrawal announcement: Large market reaction unlikely

07/22/2024
Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing

Reinvestment risk

07/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Going beyond political headlines is critical

07/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Economic growth, inflation, expected to downshift in second half

07/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The good business of saving for someone else's retirement

As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

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.

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