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  • Dancer Family Wealth Management of Raymond James
    2 N Tamiami Trl Ste 804 Sarasota, FL 34236-5559 T: 941.366.8600 TF: 800.323.2097 F: 941.365.9433
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How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology and Innovation
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
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Private foundation vs. DAF: Are you driving the right giving vehicle?
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Estate & Giving
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
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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
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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
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
Always here for you
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  • Dancer Family Wealth Management of Raymond James 2 N Tamiami Trl Ste 804 Sarasota, FL 34236-5559
  • T 941.366.8600
  • TF 800.323.2097
  • F 941.365.9433
  • Map & Directions
  • Map & Directions

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