360 Wealth Management Group

At the 360 Wealth Management Group of Raymond James we seek to provide comprehensive financial guidance focused on your long-term goals. Our 360-degree approach employs not simply sound investing, but thorough wealth management, including portfolio enhancement, asset protection, charitable gifting and wealth transfer. As your financial partner, we... devote ourselves to the life of your money, so you can devote yourself to your life. Our dedication to providing you with holistic financial solutions is supported by our partnership with Raymond James a nationally recognized industry leader. Through the firm, we have access to an extensive array of investment alternatives and resources and the freedom to put them to work for you. Due to the comprehensive nature of our practice, our minimum account size is $1 million. "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 more information and availability. Please follow this link to additional disclosures: http://raymomdjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPCRead More