Wayfinder Wealth Management

Our mission: Inspiring social change while creating values-based wealth for our diverse family of clients. Making a positive difference in people’s lives is what drives me. A financial advisor since 2009, I help clients navigate big life decisions and milestones, including retirement, by developing strategies to help them pursue their goals and become good stewards of their money. I understand not just my clients’ goals, but their values. We go beyond discussing money and dive into everything from past experiences to current events. Does your financial advisor understand your values? 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 ouside 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. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Wayfinder Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

网站

https://www.retirewithwayfinder.com

Wayfinder Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Gretna，VA

类型

私人持股