Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and experience to tailor the required service to your unique situation and with your specific goals in mind.

Excellence in service to

INDIVIDUALS GOING THROUGH DIVORCE

Navigating the financial complexities of a high-stakes divorce can be stressful, emotional, and in some cases, intimidating. We know that with divorce comes important questions and considerations that will have a lasting impact on your future.

Our consultative process for delivering wealth management coupled with our experience guiding clients through all stages of divorce can help you pave a new path forward. We listen to you, collaborate with your other professionals – in most cases a family law attorney and a CPA – and work to provide sound solutions so you can move forward with clarity and confidence.

Excellence in service to

LOSS OF A LOVED ONE

Losing a spouse, close partner, or a loved one is one of the most devastating losses we could ever experience. For many individuals who are grieving the recent loss of a loved one, having a trusted professional to lean on can be invaluable.

Over the past decade, we’ve been there when our clients have lost someone they loved or cared for. We’ve helped clients in the months and years that follow a loss – assisting them with the myriad of questions, paperwork, and hardship that comes with loss. We take pride in being available to our clients – both professionally and emotionally – so we can help them continue living a life of meaning, purpose, and fulfillment.

Our consultative wealth management process – as well as our experience working with those who have lost a loved one – places us in a position to be a resource for you as a trusted professional you can lean on.

Excellence in service to

Retirees

You’ve worked hard to get where you are – likely a result of decades of hard work, sacrifice, and wise decisions. Now, you’re preparing for the next chapter of life – the one you’ve likely dreamed about and invested towards. But the ladder you climbed to get here, is probably not the same ladder you’ll use to get to the next level. Retirement is a watershed moment for anyone, and it’s important to not just have a plan, but to do regular planning. For many individuals and families in your position, that means working with a trusted professional who can work to add clarity and confidence to your planning.

For more than a decade, we’ve assisted our clients who are preparing for – and living through – retirement. Our wealth management process begins with a Discovery Meeting, in which we seek to understand your values, goals, important relationships, existing advisors, assets and resources, and more. Only after we have a deep understanding of what is important.

109%+

The increase in the divorce rate for adults ages 50 and older over the past 25 years.

2034

The year the OASDI social security trust fund will be depleted according to the Social Security Administration.

10,000

The number of baby boomers who will reach age 65 every day for the next 19 years.

$754* Billion

The number of asets under administration at Raymond James.

*Source: PEW Research Center as of 6/30/2018. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

Our Portfolio
of Service Offerings

Investment Consulting

Banking & Lending
Solutions

Wealth Transfer
Strategies

Life, Long-Term Care
Insurance, & Annuities

Legacy Planning

Risk Management

Retirement Planning

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DeLarme Wealth Management

We look forward to speaking with you.

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