Our People, Practice & Process

Our People

The WealthCare Group of Raymond James is a team of credentialed professionals who are passionate about providing customized, efficient, and comprehensive financial advice and counsel to our clients.

Collectively and collaboratively, we offer decades of experience in developing innovative and thoughtful financial strategies for our clients, and utilize the full bandwidth of our firm’s knowledge and expertise to propel them toward the present and future they have envisioned for themselves and for their families.

Our Practice

We take great pride in adopting a culture of best practices that helps create a quality client experience. We coordinate with our clients’ other professionals (tax advisors; legal advisors) to pursue maximal results for them.

Our Process – The WealthCare Process

We have developed and refined a process that puts every piece of the financial puzzle together for our clients as their lives unfold and their needs evolve, help ensure that they always have the complete picture. The process is fluid, dynamic and actionable to plan for and address lifetime Critical Financial Events as they present themselves.