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.
Focusing on preserving and managing your retirement assets
Read More
Niches
Personalizing guidance for every member and generation of your fa...
Read More
Niches
Helping you manage personal finances and capitalize on your succe...
Read More
Niches
Helping you pursue your vision of financial independence
Read More
Niches
Benefits planning and financial strategies for high-powered caree...
Read More
Niches
Helping busy professionals manage essential financial matters
Read More
Niches
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

Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Read
Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Take action during an overwhelming time with this quick guide.
Read
Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
Read
Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use