Pursuing your financial goals with experienced guidance
Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.
We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
Data says: Economy is good! Survey says: Americans are not happy!
Connecting the dots between micro & macro factors impacting the economy
Unpacking the psychology of loss aversion
4 priceless money lessons for kids
Shifting market dynamics
We can't import cheap homes; but we could import cheap EV cars
Five dynamics that could drive the financial markets
Bolster your business planning strategy with life insurance
Saving for K-12 education with a 529 plan
How cyber savvy are you?
Pursuing your financial goals with experienced guidance
- Sextant Wealth Advisory Group of Raymond James & Associates
- 245 Riverside Ave Ste 500 Jacksonville, FL 32202-4927
- T 904.858.4100
- F 904.858.4086
- TF 800.363.9652
- Map & Directions
- Map & Directions
- Sextant Wealth Advisory Group of Raymond James & Associates
- 30 Epic Blvd Ste 110 Saint Augustine, FL 32086
- T 904.825.4224
- Map & Directions
- Map & Directions
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