THERE IS NO ONE QUITE LIKE YOU

ISN’T IT TIME YOUR FINANCIAL PLAN AND INVESTMENTS REFLECT THAT?

As your financial advisors, we want to understand why you do what you do, who you are doing it for, and why it’s important to you. Our process revolves around you, understanding what makes you unique and understanding what drives your decisions.

This is how we guide you to pursue the personal goals and financial objectives important to you and your family. You can count on us for customized financial planning, a powerfully intuitive proprietary investment process, risk management strategies, and trust and estate services*.

At EKS Wealth Management of Raymond James, we believe success is the balance of living a full and satisfying life today, while planning for an even better tomorrow.

EXPERIENCE, KNOWLEDGE, SERVICE:
THIS IS THE EKS DIFFERENCE.

12/01/2020
Niches

Money Moments

Get to know Our Team

George D. Ewins Jr.
George D. Ewins Jr., CPM
Senior Vice President, Investments Co-Branch Manager
Richard J. Kowalski
Richard J. Kowalski
Senior Vice President, Investments Co-Branch Manager
Theresa R. Swett
Theresa R. Swett
Financial Advisor Practice Business Manager
Faith Galusha
Faith E. Galusha
Senior Client Service Associate
Located on the shores of Lake Champlain in downtown Burlington, Vermont

Information & insight

Weekly investment strategy

09/30/2022

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Currency: The Economy’s Shock Absorber

09/30/2022

Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly market guide

09/30/2022

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Make your final tax saving moves before Dec 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning

The word of the day: Volatility

09/26/2022
By Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
*Available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc.
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LET US GET TO KNOW YOU

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