WHO WE ARE and why it matters
Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.
Navigating Medicare [INFOGRAPHIC]
The psychological side of spending your retirement savings
Retiree in training
5 considerations for your Social Security strategy
Making the most of a Roth IRA
Protecting your Social Security payout
When markets are down, what should you do about RMDs?
Could you thrive in a niche retirement community?
Are you and your partner on the same retirement page?
Social Security myths and misconceptions
The twists and turns of Social Security
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pier Avenue Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.