Investment Opportunities for auto industry leaders

We specialize in serving auto industry owners, executives, partners and professionals across the country.

Our clients often come to us through personal introductions we understand their entrepreneurial mindset. We offer tax sensitive investment strategies. In areas such as commercial real estate and private business investment.

Our automotive industry clients have sophisticated wealth management needs. As business owners, mitigating market risk is also a top priority.

Services Include

  • Comprehensive goal planning & monitoring
  • Alternatives beyond traditional stock and bond strategies*
  • Real estate opportunities
  • Cash Management strategies
  • Tax mitigation strategies
  • Customized investment management
  • Insurance and risk management review
  • Legacy and charitable planning
  • Coordinate and attend meetings with family and outside advisors such as CPAs and attorneys
  • Tailored service with attention to detail

Raymond James and its advisors do not offer tax. You should discuss any tax matters with the appropriate professional.

Dividends are not guaranteed and must be authorized by the company’s board of directors.

Investments mentioned may not be suitable for all investors.

Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.

* Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

A financial relationship you can count on

Rodenbaugh Wealth Management of Raymond James

 

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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Exit Planning Institute owns the certification marks “CEPA” and “Certified Exit Planning Advisor.” An advisor who earns the CEPA® designation has successfully completed the Exit Planning Institute’s initial and ongoing requirements.


Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.


Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.


Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.