As individuals, we form many meaningful relationships throughout our lives. The first time we met our spouse, talking to an old friend on the phone, or watching your child play in that first game … these life moments all center around relationships.
At Goodwater Wealth Management Group of Raymond James clients are friends, neighbors and family. We pride ourselves on our integrity. Trends will come and trends will go, but friends and family are here to stay. Our team would like the opportunity to demonstrate what a difference personal and well-reasoned financial advice can potentially make in your life. Welcome to the family.
We take a conservative approach to growing and preserving your wealth that relies on the considerable expertise of our team and the time-tested strength of Raymond James. Your needs as a high-net-worth investor are our primary concern. You may feel confident that our experience in working with both the retirees and professionals who call Georgetown home is extensive.
Doug Noble, Greg Bowden, Rod Dahl, and Jason Smith all have achieved the certification of CERTIFIED FINANCIAL PLANNER™ professionals. Most people think that all financial planners are "certified," but this isn't true. Anyone can call himself or herself a "financial planner." However, only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.
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.
Knowledgeable professionals looking out for you and your future.
