Wealth Management
Independent and Comprehensive Wealth Management
We believe that the integration of financial planning with investment management is a critical ingredient for successful outcomes. Our comprehensive process focuses on ensuring our team understands a family's needs from both a 40,000 foot view down to ground level. This seeks to provide the families we serve with the ability to enjoy time with family and friends, travel and explore, or simply relax and enjoy their lives.
We employ a 4 step process:
1. Getting to know you on a deep level helps us determine what makes you, well you.
2. Taking what we have learned, we develop a custom strategy and present you with the details.
3. Once we are all in agreement with our devised plan, we move forward with implementation.
4. Finally, we conduct reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed.
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 your local Raymond James office for information and availability.
Links to external content or websites, if provided, are for informational 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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Godfrey & Spradlin Private Wealth Advisory. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Godfrey & Spradlin Private Wealth Advisory is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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