Integrity and hard work have no shortcuts
My Beliefs
At Resolute Wealth Management of Raymond James, we believe that the fundamental lessons we learned early in life shape our actions throughout the remainder of life. Call it self-actualization, or knowing right from wrong, or marching to our own drum – understanding and following our principles has allowed us to carve a path that aligns with who we are.
These are our core beliefs:
- Always pay attention to the details
- It is never right to take the easy way out
- Listen, listen, listen – then act
- We should always do the right thing for others
- It’s important to give back more than we take
These are not just words, they are essential to who we are and how we conduct ourselves and our business. We understand that your beliefs guide who you are, and where you want to be, and we are committed to helping you reach your goals.
In short, this is our pledge: Your well-being comes first.
Our Process
The right fit
Successful relationships between investors and their financial advisors are ones of true partnership built on a strong rapport and mutual trust. That’s why, in our first meeting, we focus on fit, not on making investment decisions. Soon after, we’ll decide if we’re a right fit.
Strategies designed to suit
Investing is a highly individualized process – we do not believe there is any such thing as a “one size fits all” approach. It’s important for us to understand the path you want to follow, your timeline and your situation to know how they determine the investments that are appropriate for the future you want.
Your Life Organizer
Your Life Organizer is the road map to track your progress and to update as your life situation evolves. This document grounds short-term decision-making with your larger ambitions, while looking at “what-if” situations that have the potential to disrupt your journey.
