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  • Riley Juenger
    285 Riverside Ave Suite 205 Westport, CT 06880-4800 D: 203.635.5403 T: 203.635.5400 F: 866.521.3158 TF: 888.711.4091
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Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Read
Read
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Read
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
Read
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing

The future at your fingertips

Riley Juenger

Raymond JamesRaymond James
  • 285 Riverside Ave Suite 205 Westport, CT 06880-4800
  • D: 203.635.5403
  • T: 203.635.5400
  • F: 866.521.3158
  • TF: 888.711.4091
  • Map & Directions
  • Map & Directions

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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