Simplifying the complex financial decisions in your life

Certainly, managing your investments wisely is essential, but you have other needs as well: A plan for your retirement and your legacy, and for managing life’s risks. You recognize the enormous value in having a fully comprehensive financial plan that covers all these matters and more.

At Quantum Private Wealth of Raymond James, we believe in covering all aspects of your financial life, and doing it well – applying more than 100 years of combined industry experience to make the answers personal and the complicated simple.

Guidance for managing and preserving your wealth, and building your legacy
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Succession plans and exit strategies for successful business owners
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We help women who are newly single financially manage this significant life event
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Helping you build personal wealth while building your enterprise
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A thoughtful and disciplined planning approach to customize your plan

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.

An ongoing commitment to making our community a better place

A comprehensive range of services to address each need you have

Meet our team

Get better acquainted with us and how we can help you.

Learn more about us
The 35-mile coastline that includes Virginia Beach is the world’s longest stretch of pleasure beach, according to Guinness World Records.
 
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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.

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.

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