Personalized planning for your financial goals

Perfect Rhythm Wealth Management has come from Sean’s more than twenty years of client and industry experience, not just understanding but prioritizing the important concept that your financial plan should be in perfect rhythm with your investment portfolio. This means that what you own should be directly shaped by your goals, your dreams, your time horizon as well as your risk profile. It’s imperative that the plan and portfolio are reviewed each year to help ensure that rhythm continues.

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.

Education Planning

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

Get to know Our Team

Sean Suarez
Sean C. Suarez, CFP®
BRANCH DIRECTOR SENIOR VICE PRESIDENT, WEALTH MANAGEMENT
Alexis Ellis
Alexis Ellis
CLIENT SERVICE ASSOCIATE
Vicki Woods
Vicki Woods
BRANCH OPERATIONS SPECIALIST
Darcie Fugatt
Darcie Fugatt
Senior Registered Client Service Associate
Kristin Allen
Kristin Allen
Financial Planning Consultant
Jennifer Scott
Jennifer Scott
Registered Sales 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.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
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Information & insight

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Retirement & Longevity
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.
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Markets & Investing
Sometimes the very thing that creates substantial wealth poses its greatest threat.
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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 our office for information and availability.


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