Sophisticated wealth management to serve your individual needs
It can appear at times that managing wealth is more of a monumental task than earning it in the first place. You are concerned with not only preserving it, but keeping up with it – from managing your many investment accounts to keeping an eye on the tax implications. Then, of course, your life is always evolving, continuously causing you to reconsider your needs and priorities.
MILESTONES AND MAJOR TRANSITIONS REQUIRE SERIOUS ATTENTION: PREPARING FOR RETIREMENT, SELLING A BUSINESS AND EVEN CARING FOR FAMILY MEMBERS WITH SPECIAL NEEDS.
At Encore Wealth Management of Raymond James, you can count on us to coordinate all aspects of your financial life – to help bring clarity and cohesion, and the confidence of knowing that every detail will be addressed – so you can see the big picture and focus on simply enjoying life.
Comprehensive Planning
There is more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
At your service
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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