A personalized approach to managing wealth

Getting to the heart of what’s most meaningful to you is the cornerstone of our practice. Praxis Wealth Management of Raymond James is ready to support what you're most passionate about achieving financially for yourself, family or organization by helping you create behaviors that align with your beliefs.

We offer a complimentary consultation to prospective clients which allows us to become better acquainted and determine if we are well-suited to work together. Through a conversation we will discuss your goals for the future, and the financial means required to pursue them. We'll walk you through a comprehensive financial planning process that will detail a road map to helping you achieve everything you’re most passionate about.

With over 25 years of experience in the financial services industry, we specialize in working with individuals who have accumulated wealth and are ready to take the next step. Our team goal is to establish a trusted partnership, ensuring that your best interests are always at the forefront of our work together.