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PWM Group of Raymond James

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PWM Group of Raymond James

Mission statement:

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.
Your Rights as a Client:

   Courteous service
   A trustworthy and competent financial advisor
   Suitable recommendations
   Timely transactions at the best available prices
   Full disclosure of costs and risks
   Clear communications
   Comprehensive statements and trade confirmations
   Prompt error and complaint resolution
   Strict confidentiality

Overview:

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

   Asset Allocation
   Asset allocation versus diversification - what's the difference?
   Asset Management
   Discover the benefits of professional asset management.
   Estate Planning
   Trust services for the preservation of assets and the fulfillment of wishes.
   Financial Planning
   Your financial future is important. Don't trust it to just anyone.
   Mutual Funds
   Your purchasing power at work.
   Retirement Planning
   In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
   Stocks
   How do stocks fit into my financial plan?
   College Planning
   What will it take to deliver the dream?
   Bonds
   Are bonds right for you?

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