Sophisticated wealth management to serve your individual needs

Sophisticated wealth management to serve your individual needs

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Denise Holder Headshot

Denise Halford Holder,

MBA, CFP®, CDFA® Chief Executive Officer, LWP Branch Manager & Registered Principal, RJFS
Frank Becherer Headshot

Frank H.

Becherer Chief Strategy Officer, LWP Financial Advisor, RJFS
Toni Clark Headshot

Toni L.

Clark Chief Client Experience Officer, LWP Office Manager, RJFS
Price is what you pay. Value is what you get.
Warren Buffett
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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