Raymond James My Plan



At Longevity Wealth, our purpose is to provide our clients with meaningful and deliberate strategies along their path to financial success.  We aim to develop a comprehensive financial plan designed to strengthen your financial position so that you can focus on the people and experiences that are most important to you throughout your entire lifetime.

Financial Planning: 

“A goal without a plan is just a wish.”* —At Longevity Wealth, we believe the only way to help you toward accomplishing your financial goal is to be purposeful and intentional when creating a personalized strategy. 

We do this by following a detailed explorative process that seeks to uncover personal goals and financial information that will ultimately be the foundation of a carefully crafted road map, one that will guide you directly toward your short and long-term goals.

Another critical component of our process includes an independent review of your plan. We want the best for our clients and their families. By Longevity Wealth objectively assessing your specific situation and giving recommendations based on facts and experience, your best interest is always served.

As a client who engages in financial planning with our firm, you also benefit from our high level technology platform allowing for a more streamlined process and real-time visibility.  With this program, our clients enjoy a true sense of peace and security because they can access their plan, portfolio and accounts at any time, 24/7.

*Antoine de Saint-Exupéry

Wealth Management:

Longevity Wealth operates with a sound investment philosophy that’s based on fundamental analysis over an extended period of time.

Additionally, we have strategically partnered with first-rate deep research teams from Golden State Asset Management (GSAM) and Raymond James, our custodian. As a result, whether you are just beginning to invest, growing your nest egg for retirement, needing longevity planning or requiring complex withdrawal strategies for your next adventure, Longevity Wealth employs numerous time-tested and effective strategies to support your needs and goals.

Additionally, we employ a quantitative software that helps to determine your asset allocation risk tolerance.  This provides numerical data ensuring your goals and investments are aligned.

No matter where you are in your investment journey, as a Fiduciary, we are by your side, guiding you toward your financial objectives and protecting your hard-earned wealth.

Risk Solutions:

The work put into growing and preserving your wealth is always protected because Longevity Wealth’s recommendations are based on a risk vs. reward assessment approach.

When considering your financial plan and portfolio, we take mitigation steps for current situations or any move made where the risk is greater than you are willing to carry.  This ensures that your family goals and financial well-being are never comprised, and may include partners in areas of insurance, tax and legal.

Longevity Planning:

There have been numerous advancements in medicine and technology and people are living longer than ever before. 

Consequently, rising life spans will greatly impact how to navigate a retirement period that may last for decades. With over 30 years of experience preparing longevity plans, we hold unique insight that will help guide you through the evolving challenges and circumstances of your golden years.

Because we know the road ahead and have made this trip before with other clients, we know how to walk you through constructive conversations that will address necessary decisions as your health, lifestyle, and financial requirements change.  Moreover, our goal is to maintain your quality of life during the entirety of your retirement period. Visit Longevity.

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