About Us
Located in Melbourne, FL, Wilmarth Private Wealth Management has been a trusted advisor within Raymond James for over 27 years. We are dedicated to building lasting relationships with families in our community, offering personalized guidance and a commitment to excellence in financial planning. Our proven process ensures consistency and accountability in every unique family plan we create. No two financial plans are identical.
We offer a comprehensive approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Each family is our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
When implementing a financial strategy, we leverage our expertise along with that of Raymond James, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.
We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals.
