Skip to content
twitterfacebooklinkedinenvelope
  • T: 914.276.2475
  • TF: 866.729.8764
  • F: 866.597.3934
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • Kjersten C. Lazar
    • Riley Juenger
    • Tara Santoro
    • Samantha L. Wilson
    • Why Choose A CFP®
    • Private Wealth Advisor
    • About Raymond James
  • Upcoming Events
  • Giving Back
  • Longevity Planning
    • Longevity Planning
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
  • Everplans
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Healthcare Professionals
    • Private Wealth
    • Retirees
  • Resources
    • Resources
    • Client Access Videos
    • Insights and Commentary
    • Worthwhile
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
  • Connect With Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Somers NY - 3DG
    341 Route 202 Ste 1A Somers, NY 10589-3244 T: 914.276.2475 TF: 866.729.8764 F: 866.597.3934
    Map and Directions Map and Directions
Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Read
Read
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Read
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
See the bigger picture
Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James
  • 341 Route 202 Ste 1A Somers, NY 10589-3244
  • T: 914.276.2475
  • TF: 866.729.8764
  • F: 866.597.3934
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use