Dedicated Wealth management to serve your individual needs
Within our practice, whether you’ve been a client for 20 years or just a short while, our journey together begins with two purpose-driven questions: How much do you need and are you on track? This exploration opens the door for what lies ahead for your financial future. From here, we create a custom financial plan custom tailored representing your family’s personal priorities. Together, we arrive at a financial destination that was established from the beginning with the premise of course correcting when appropriate to make sure you always remain on track.
Services we offer
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
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The global easing cycle will continue in the months ahead
Equity markets reaction to election: Strong.
Webinar replay - Post-election market analysis
Fed elects to cut rates for the second straight meeting
Go green this holiday season
The three ingredients of a purposeful retirement
- Cornell Wealth Management of Raymond James
- 201 East Las Olas Boulevard Suite 1630 Fort Lauderdale, FL 33301
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- Map & Directions
- T: 954.847.5281
- T: 954.847.5292
- TF: 800.334.2777
- F: 866.204.2074
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