Financial Guidance for the good of your family

When you think about it, just about every financial goal revolves around family – whether it’s investing in your children’s education, leaving a legacy for your loved ones, or planning a comfortable retirement so you can spend more time with your hobbies. At Trailhead Wealth Partners of Raymond James, our lives revolve around caring for you, with multigenerational financial planning that encompasses every aspect of your life and every member of your family.

We offer strategies for preserving your assets and providing monthly income to fund your retirement.
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We offer advice for important business needs, from company retirement plans to exit strategies when it’s time to retire.
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We provide gentle guidance to women experiencing uncertainty after the loss of a partner through death or divorce.
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We address the financial priorities in your life, from managing and preserving your wealth, to leaving a legacy.
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When you come to a fork in the road, take it - Yogi Berra

What the letters behind our names mean

Building a clear trail to your goals

A family-oriented and family-run team

Erin Bethge

Erin K.

Bethge, CFP®, CPWA® Financial Advisor
Gary Wardein

Gary L. Wardein,

CIMA® Senior Vice President, Wealth Management
Sara Wiltbank

Sarah M. Wiltbank

Senior Registered Client Service Associate
Anne Gotingco Bio Image

Anne M Gotingco

Registered Client Service Associate
“Our approach is to always be willing to lend a helping hand to those who need one.”
Gary L. Wardein, CIMA®; Senior Vice President, Wealth Management
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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 our office for information and availability.

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