A FULL TEAM focused on you

At EKS Wealth Management of Raymond James, our true team approach to financial planning enables our clients to enjoy the benefit of our broader scope of cumulative experience. Our clients are our greatest priority, and our steadfast focus is understanding the unique circumstances of each to ultimately create a distinctive plan that truly reflects who they are and what they want to accomplish.

Our mission is to help you make great financial decisions in the pursuit of your life’s goals.

Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc., and Raymond James & Associates, Inc., are affiliated with Raymond James Bank, a Florida-chartered bank.

Gold is subject to the special risks associated with investing in precious metals, including but not limited to: price may be subject to wide fluctuation; the market is relatively limited; the sources are concentrated in countries that have the potential for instability; and the market is unregulated. Investing in oil involves special risks, including the potential adverse effects of state and federal regulation, and may not be suitable for all investors. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.