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

“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Read
Retirement & Longevity
Review this roadmap to help you navigate through the Medicare enrollment process.
View
Retirement & Longevity
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Read
Retirement & Longevity
How your retirement savings can continue working for you.
Read
Retirement & Longevity
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
View
Retirement & Longevity
Things to consider before joining a community of like-minded retirees.
Read
Retirement & Longevity
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Read
Retirement & Longevity
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
View
Retirement & Longevity
Practice makes perfect when it comes to retirement.
Read
Retirement & Longevity
As you prepare to start claiming benefits, be sure to ask yourself these questions.
Read
Retirement & Longevity
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Read
Retirement & Longevity
Keep these strategies and considerations in mind.
Read
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.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use