An elevated advisory experience

Life is complicated. We're here to help.

Many of us juggle supporting aging parents, running a business, paying for college, planning for retirement or losing a loved one. We long to come alongside you to help simplify the complexity of life and equip you to make sound financial decisions.

Working with you and other professional advisors – including attorneys and accountants, we can offer you personalized services and guide you through an array of wealth management options that can help make a positive difference in the pursuit of your financial goals.

Unique solutions for business owners and entrepreneurs.
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Understanding the challenges women face and how to help.
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Nurturing wealth so you can live a longer, better life.
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helping simplify the complex

Your important financial affairs should only be left to those with not only expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

unbiased, objective advice just for you

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte
Sophisticated wealth management

How can we help you?

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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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sage Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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