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.

related resources

Offset Taxes with Retirement Account Contributions

Offset Taxes with Retirement Account Contributions

09/09/2019
Consider using tax-advantaged accounts to help lower your tax bill.
Tax Planning // Retirement & Longevity
Making the Most of Medicare's Open Enrollment Period

Making the Most of Medicare's Open Enrollment Period

09/04/2019
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity

$name
Are You and Your Partner on the Same Retirement Page?

Are You and Your Partner on the Same Retirement Page?

06/27/2019
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
A Circle of Care

A Circle of Care

05/02/2019
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Retiree in Training

Retiree in Training

05/01/2019
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Social Security Myths and Misconceptions

Social Security Myths and Misconceptions

04/09/2019
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Protecting Your Social Security Payout

Protecting Your Social Security Payout

04/05/2019
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Debunking Social Security Myths [INFOGRAPHIC]

Debunking Social Security Myths [INFOGRAPHIC]

04/04/2019
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
5 Considerations for Your Social Security Strategy

5 Considerations for Your Social Security Strategy

04/03/2019
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Retirement & Longevity
Correcting Your Retirement Course

Correcting Your Retirement Course

03/26/2019
You’ve got options if your best-laid income plans veer off track.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]

Are You Prepared to Live Longer? [VIDEO]

03/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity
Always here for you

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 are being provided for information 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.

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.

© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use