Freedom First Wealth Management

Well planned is
your big picture, precisely detailed.

Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. Powered by Raymond James Financial Services.

Sophisticated solutions for a complex world.

Through your Freedom First Wealth Management advisor (Powered by Raymond James), you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.

Interested in our Wealth Management services? Contact us today to schedule a no-obligation appointment!

Meet Our Advisors

Investment Solutions

Your advisor is free to make unbiased recommendations from a broad range of investment products backed by industry-leading research and due diligence. Because choice plays a critical role in planning, both in terms of diversification and as strategies change along with your lifestyle and needs.

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Financial Retirement & Planning

The best-laid plans are built together, based on your goals, in deep collaboration with your advisor, with a long-term focus on your future. And they are continually monitored and adjusted over time, along with changes in your life and markets.

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Estate, Charitable Giving & Trust Services

Through Raymond James Trust, your advisor can draw from an array of tax, trust and estate planning resources and expertise. So you can create a lasting legacy by passing down not just assets, but the values you hold close.

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Institutional Services

Our full-service investment banking capabilities provide the deep industry expertise and experience to help take your business to the next level.

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Private Wealth Services

Raymond James offers a variety of services specifically tailored to the needs of our advisors’ most uniquely successful clients.

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Insurance Solutions

Protecting yourself from the unexpected plays a crucial role in a complete financial plan. We offer a wide array of insurance solutions to help offer reassurance for you, your family and your business.

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It starts by being personal.

Your relationship with a Freedom First Wealth Management advisor (Powered by Raymond James) begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will give you the optimal chance to fulfill your objectives – to live the life you want.

Next, you and your advisor will develop a comprehensive plan.

Just like you, your plan is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. With comprehensive, institutional-quality resources, your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate planning vehicles that ensure your wishes are carried out exactly as you intend.

In implementing the plan, your advisor will work in collaboration with other professionals, such as attorneys and accountants, to assure your financial plan is holistic – all aspects working together. Through Client Access, you will have online access to up-to-date account information, all while your accounts and information are protected by cybersecurity technology that goes well beyond the industry standard.

Through the years, your plan will evolve with you.

The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.