Introduction

Welcome to a more personal approach to financial planning

Life is full of change – a series of transitions that sometimes challenge us with big decisions. How to save for retirement, or simply how to make the most of what you have. At each new stage of your life, the team at Steckler Wealth Management Group of Raymond James can be there to guide you with experience, insight and skill. We are passionate about helping people pursue their goals, creating distinctly personal financial plans that reflect what matters most.

Resources to help you live a long, fulfilling life

Financial Planning

Risk Management

Wellness Planning

Legacy Planning

Get To Know Our Team

Laura Steckler
Laura Steckler, CFP®, CDFA®, CLTC®, CEP®
Senior Vice President, Investments Managing Director, Investments
Matt Perrelli
Matt Perrelli, CFP®, AAMS®
Senior Financial Planning Consultant
Rachel Weiss Bio
Rachel Weiss, CFP®
Financial Planning Consultant
Lyn Hernandez
Lyn Hernandez
Client Service Associate
Bio headshot Margarita Velez
Marguerite Velez
Client Service Associate

Clarity and simplicity

Our team of Certified Financial Planner™ professionals can help you visualize what you want to accomplish, then design a plan for the clearest path to your objectives.

Specialized expertise

Each team member brings a unique viewpoint in serving a diverse array of clients, from pre-retirees, retirees and executives to government employees and independent women.

Personalized support

We offer a distinctly high level of service , customizing our guidance based on your specific circumstances, goals and aspirations through a collaborative process.

Who helps you with life’s big decisions?

Transitioning into retirement, getting married, getting a divorce, selling a business. These types of financial crossroads can be challenging. With our team by your side, you can move forward with confidence.

Our passion is people and their financial well-being.
The Steckler Wealth Management Group of Raymond James