How Much Difference Would It Make to Your Life to Have a Knowledgeable and Understanding Financial Planner at Your Side?

Suppose you are facing a puzzling situation and can’t grasp how to put the pieces together.

Possibly, you are unsettled by a disorganized, incomplete approach.

Maybe, you feel that your financial future is not under control.

Life always presents new opportunities and challenges, particularly during major transitions such as creating a first financial plan, entering retirement, or planning an estate.

At Kingsdale Wealth Management Partners of Raymond James we believe financial planning begins with a personal relationship:

You can gain a clear path to move forward with confidence.

Our goal at Kingsdale Wealth Management is to help you manage the uncertainties that wealth can produce.

Discover how a financial plan can give you a greater sense of well-being Here

Your goals become ours

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Stacey R. Maham, CFP®, CDFA®, CPFA® CPFATM
Vice President, Investments Financial Advisor
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Bradford Marcotte
Registered Business Coordinator
Understanding the challenges women face and how to help.
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Unique solutions for business owners and entrepreneurs.
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Nurturing wealth so you can live a longer, better life.
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A pragmatic approach to wealth management
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Helping you establish and oversee a variety of plans
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Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Whether you get a refund or end up owing, you have options.
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Tax Planning
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
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Retirement & Longevity
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
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Retirement & Longevity

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

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Business Ownership
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
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Economy & Policy
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
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