Helping you confidently navigate life’s financial challenges

Life is a journey that rarely takes a straight path, but despite its twists and turns, we believe your journey should be a joyous one. At The Santamaria Wealth Group, we have carefully guided our clients through all aspects of their financial life for over three decades. We’ve helped them chart a steady course toward the goals on the horizon, and carefully navigate around life’s obstacles. Live the life you desire. With our experienced guidance and insightful strategies to life’s financial challenges, we can help make it a journey you can enjoy with confidence.

We address the financial priorities in your successful life, from managing and preserving your wealth, to leaving a legacy for your loved ones.
Read More
Niches
We offer strategies for preserving your assets and providing monthly income for enjoying life in retirement.
Read More
Niches
We provide guidance on everything from company retirement plans to cash flow management to succession planning.
Read More
Niches
We offer benefits planning and wealth strategies specific to the needs of successful corporate executives.
Read More
Niches
We help recipients of a windfall manage the significant financial, tax and emotional issues that accompany it.
Read More
Niches

Strategies tailored to help fit your needs

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.

A difference you can appreciate

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.

Dedicated to supporting the community

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.

Our team. your guides.

Susan Santamaria

Susan Santamaria,

AAMS®, RICP® Branch Manager, Financial Advisor
Paula Waggoner

Paula

Waggoner Branch Office Administrator
“The winds of opportunity blow the same for all of us. The difference that separates the best from the rest is how they set their sails.”
Jim Rohn

Let’s take this journey together

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. The Santamaria Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use