Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your most cherished goals. As your advisor, my job is to explain the process and answer any questions or concerns, in plain English, so you can feel confident and informed about your future.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Get to know Our Team

Glenn Lotenberg
Glenn Lotenberg
Financial Advisor
Richard J. Caccamise
Branch Manager Managing Director, Senior Vice President, Investments
Pamela Hintz
Compliance Manager
Andrea McLean
Senior Client Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Inaction breeds fear. Action breeds confidence and courage.
If you want to conquer fear, do not sit and think about it.
Go out and get busy. - Dale Carnegie

Information & insight

Capital gains tax deferral on investment property sales.
Read
Tax Planning
Raymond James Chief Investment Officer Larry Adam stresses the importance of selectivity and risk management.
Watch Video
Markets & Investing
A look inside why more Americans are turning to lifetime income.
Read
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
Background Rotating Sphere Pattern

The future at your fingertips

 

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.

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use