Wealth Management Partners
Through our affiliate, Wealth Management Partners, LLC, we offer investment advisory services. Working through the private client division of Raymond James & Associates, Inc. we provide access to independent professional money managers representing the full spectrum of investment alternatives.
Specifically, Raymond James & Associates, Inc. assists clients in setting financial goals and developing an investment plan designed to achieve those goals. The plan is implemented and the investment results monitored. Raymond James & Associates, Inc provides consolidated performance reporting for all independent money managers. Our New York-based Raymond James and Associates, Inc. representative meets regularly with clients in our office.
Two of our CPAs, Lee Spivey and Robert Lemonik, are also licensed insurance professionals as well, and through the independent insurance brokers, offer life insurance, annuity, and long term care insurance to fit your specific needs.