Pragmatic wealth management FOR FAMILIES AND INDIVIDUALS

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families and individuals we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent time building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Insurance & Annuities 
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

Raymond James is not affiliated with any of the companies mentioned.

Managing, growing and preserving wealth for generations is our highest objective.

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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.

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