Focused Service, Tailored Solutions, Committed Guidance

The foundation of our relationship is based on open communication and trust. Our clients are given the individualized attention and time that a well thought out financial plan needs. We focus on understanding all the niches of your life so that we can educate and empower you to make financial decisions that are aligned with your goals. We believe planning begins with a thoughtful conversation and a thorough understanding of your needs, followed by a detailed and customized plan. Years of experience has led our team to adopt a long-term, disciplined approach to investing. We will work together to manage your financial plan and modify when appropriate.

HOW WE HELP:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Longevity Planning

WHO WE SERVE:

  • Individuals & Families
  • Retirees
  • Women Investors
  • Business Owners
  • Corporate Executives

Life Events:

  • Homeownership
  • Marriage
  • Addition to Family
  • Job Change
  • Death of a Family Member
  • Getting Divorced
  • Starting a Business

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
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Business Ownership

Equity markets reaction to election: Strong.

11/08/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Webinar replay - Post-election market analysis

11/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing

Fed elects to cut rates for the second straight meeting

11/07/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
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Markets & Investing

Go green this holiday season

Simple ways make your celebrations more sustainable.
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Family & Lifestyle

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

Schedule Introduction

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.. Sunstone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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