The Wise Investor Group was nationally recognized by Forbes as a Top Wealth Management Teams High Net Worth for 2024. Believing strongly in the marriage of portfolio management and financial planning, every investment decision is made in the context of a written, well-articulated strategy that aims to relieve financial stress and plan for the future. Frequent, interactive client reviews include a portfolio manager and financial planner who work cohesively to meet client objectives.
The group’s investment philosophy is that each client’s personalized financial plan should fit like a bespoke suit. This type of holistic financial planning can include every part of life that money touches, from leasing a vehicle to buying a vacation home.
In the last 30 years, they have guided clients through the market’s ups and downs, advising clients to pay less attention to short-term disruptions and stay tethered to their long-term plans and goals. The group also hosts a weekly podcast, The Wise Investor Show®, which is devoted to financial education. This resource—available on Apple, Spotify and YouTube—offers education and insights around financial planning, asset management, investment analysis and insurance.
Any opinions are those of The Wise Investor Group and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
2024 Forbes America’s Top 100 Wealth Management High Net Worth, developed by SHOOK Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 11/13/2024. 11,674 team nominations were received and 100 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: bit.ly/3AzzB7B. Please see www.forbes.com/lists/top-wealth-management-teams-high-net-worth/?sh=5ec5d7d023e1 for more info.