Pursuing your financial goals with experienced guidance

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Comprehensive Planning

There’s 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.

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.

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.

Fixed Income Services

Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow.

Get to know Our Team

Gregory Minton bio headshot
Greg Minton
Financial Advisor
Bob Terrell bio headshot
Bob Terrell
Client Services Manager
Lisa Minton bio headshot
Lisa Minton
Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Trim your future tax bill by thinking ahead

Don’t procrastinate when it comes to prepping for tax season.
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Tax Planning

Resist Short-Term Temptations

11/12/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
Read
Business Ownership

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

Equity markets reaction to election: Strong.

11/08/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

Webinar replay - Post-election market analysis

11/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing
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The future at your fingertips

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.

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

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